Robinhood Plan 1

Symbol	Shares	Blended cost	Current	Day change	Unrealized	P&L %
VERA Vera Therapeutics (TRUTAKNA/atacicept, IgAN launch) — FILLED 2026-08-27 (owner-interactive market buy), stop $25.50 ARMED	80	$34.6531	$35.895	+2.587%	+$99.35	+3.584%
VRDN Viridian (Lumvoa/veligrotug, TED launch) — FILLED 2026-08-13, stop $17.75 ARMED	147	$22.00	$22.90	−0.261%	+$132.30	+4.091%
Cash	—	—	—	—	$20.46	—

PROVISIONAL CLOSING MARKS — Friday 2026-09-04, 16:09 ET, MARKET CLOSED. THIS IS A PROVISIONAL CLOSE, NOT A SETTLED ONE. The Current / Day change / Unrealized columns above are the session’s LAST REGULAR prints: last_trade_price $35.895 and $22.90, venue_last_trade_time 2026-09-04T19:59:59.702Z and 19:59:59.980Z, both symbols state=active and has_traded=true. Day change is measured against the SETTLED 2026-09-03 closes of $34.99 / $22.96. THE AFTER-HOURS PRINTS WERE AVAILABLE AND WERE NOT USED: last_non_reg_trade_price is $35.89 / $22.92 at 20:00:01Z. Publishing those would breach the standing rule that no out-of-hours print may be published as a close (open flag 47, closed resolved-against), so the regular prints alone source this block. THE BROKER DISAGREES WITH THIS PAGE AND THE DISAGREEMENT IS EXPLAINED, NOT AVERAGED AWAY: get_portfolio returns equity_value $6,240.44 against this page’s quote-derived $6,237.90, and total_value $6,260.90 against $6,258.36 — a $2.54 gap on both. It resolves exactly: 80×$35.89 + 147×$22.92 = $6,240.44 to the cent, so the broker is marking BOTH legs on the after-hours prints, which is the documented post-close behaviour and NOT an intra-call tick lag. No figure was averaged and the broker figure was not published. THE SESSION RANGE IS RE-DERIVED HERE, NOT CARRIED FORWARD, AND ONE LEG OF IT CHANGES: 30-minute REGULAR bars covering the whole session give VERA $34.63–$36.41 (CONFIRMING the 14:38 ET fire) and VRDN $22.62–$23.03 (SUPERSEDING the $22.98 high that every fire since 14:38 ET has republished — VRDN printed $23.03 inside the final 19:30–20:00Z bar, after that bound was set). Those extremes bound the portfolio between $6,116.00 and $6,318.67 at every point today, so the floor was never within $416.00 of being touched even during the fires that never ran. THE PRIOR FIRE’S $35.80 / $22.83 / $6,240.47 MARKS ARE SUPERSEDED HERE along with +$91.75, +$122.01, +3.310%, +3.773% and +$213.76, but survive legitimately wherever the Recent-activity archive and the frozen digest cards record the 15:39 ET fire. $34.99 AND $22.96 REMAIN LOAD-BEARING as the SETTLED 2026-09-03 closes and this fire’s day-change basis, and were excluded from the staleness sweep for that reason. THE FROZEN DAILY DIGEST AND WEEKLY REVIEW CARDS BELOW DELIBERATELY RETAIN THEIR AS-OF WORDING for 2026-08-26, 08-31, 09-01, 09-02, 09-03 and the ISO-week-36 review, including their 15:39 ET timestamps and intraday marks. Those are records of what was believed when written and are NOT corrected in place; corrections live in the live region only. $23.06 REMAINS A DELIBERATE, CORRECT COLLISION in the 2026-09-01 DAILY DIGEST card, as do $34.625, $22.78, $34.995, $35.02, $22.825, $35.20, $23.02, $35.42 and $23.07 wherever the archive and prior-fire attributions preserve them.

SETTLED 2026-09-03 CLOSING MARKS, reconciled Friday 2026-09-04 at 14:09 ET by run-1809utc-0904, the first fire of the following session, exactly as yesterday’s post-close fires instructed. SOURCE: get_equity_quotes .close now returns date=2026-09-03 — VERA $34.99, VRDN $22.96, source=sip-list-exchange-close, interpolated=false. Portfolio $6,194.78. The provisional published yesterday from the last REGULAR prints ($35.005 / $22.95 / $6,194.51) was wrong by only +$0.27, VERA $0.015 HIGH and VRDN $0.01 LOW — opposite-signed errors that nearly cancelled. THAT IS A GOOD OUTCOME BUT NOT A VALIDATION: the per-leg errors were real, and a $0.27 portfolio miss here does not license treating the provisional as settled in future. The standing rule is unchanged — a same-day post-close row is PROVISIONAL from the last REGULAR print and is settled the next session from .close. OPEN FLAG 47 REMAINS CLOSED AS RESOLVED-AGAINST: no out-of-hours print may be published as a close, and get_portfolio may never be used to source one — note that the broker’s after-hours total_value of $6,194.78 recorded yesterday coincidentally equals the settled figure, which is exactly the kind of agreement that misled the 2026-09-02 reconciliation by $160.36 and is therefore recorded as coincidence, not corroboration. QUOTE VALIDITY DISCLOSED: both symbols returned state=active and has_traded=true on this fire’s pull.

Phase 2 open orders

Symbol	Side	Qty	Limit / Stop	TIF	State
VERA	Buy	80	$34.6531 avg	GFD	FILLED
VERA	Sell (stop)	80	$25.50	GTC	CONFIRMED
VRDN	Buy	147	$22.00	GTC	FILLED
VRDN	Sell (stop)	147	$17.75	GTC	CONFIRMED

Both stops re-verified on this IN-HOURS fire via a fresh UNFILTERED get_equity_orders pull (both state= and created_at_gte false-negative live GTC orders). Exactly TWO live orders exist on the account and both are the protective stops — no duplicate, no pending buy, cumulative_quantity=0 on both, and shares_held_for_sells equal to the full position on each leg (80 / 147). The duplicate-order check matters because a concurrent owner-interactive session can place a real protective order, so the pull is taken immediately before any decision rather than inherited from the 14:09 ET fire. last_transaction_at reads 2026-09-04T12:28:49.582Z (VERA) and 2026-09-04T12:20:14.918Z (VRDN) — UNCHANGED from the 14:09 ET fire, which is the expected result: the rollover to today already happened before that fire, and this INTRADAY-only invariant does not move again within a session. It is NEVER read as a trigger or a peer touch, and its being static here is positive evidence that no peer session touched either stop in the last 29 minutes. Both stops remain state=confirmed with cumulative_quantity 0, which is the actual evidence they are untriggered. The four cancelled Phase 2 orders (6a74f520, 6a74f522, 6a7ae5d8, 6a84ce3b) all still read state=cancelled and were not re-detected. The account holds 15 equity orders in total, unchanged in count from the prior fire.

Phase 2 trigger status

Portfolio hard floor ($5,700, RAISED, primary defense) ARMED (PROVISIONAL CLOSE $6,258.36; floor headroom +$558.36, +9.796% over $5,700, RECOMPUTED this fire from the closing mark rather than advanced from the prior entry. UP +$63.58 / +1.026% against the settled 2026-09-03 close of $6,194.78 — GREEN on the day and $17.89 ABOVE the 15:39 ET mark, so the session firmed into the bell. RANK COMPUTED FROM THE pnl-history SERIES, NOT ASSERTED AND NOT INHERITED: at $6,258.36 the provisional row ranks 9th of 17 Phase 2 sessions and 19th of 48 overall — the SAME Phase 2 rank as all four earlier marks today, because the bracketing rows are $6,298.82 (08-27) above and $6,221.92 (09-02) below and the $17.89 gain did not cross either boundary. It is NOT a record of any kind: the Phase 2 high is $6,457.42 (08-19) and the all-time high $6,734.34 (07-07). THE FLOOR WAS UNREACHABLE AT EVERY POINT TODAY, AND THAT IS NOW DERIVED RATHER THAN CARRIED FORWARD: full-session 30-minute REGULAR bars give per-leg session lows of VERA $34.63 and VRDN $22.62, bounding the portfolio at $6,116.00 at its worst possible instant — $416.00 clear of the floor — so no floor breach was possible even inside the nine fires that never ran. This bound is conservative, since each leg’s extreme is taken independently and they need not have coincided. No floor action is triggered or approached)
Support stop-market VERA ($25.50) ARMED (order 6a9050a3..., placed 2026-08-27 14:58:43 UTC immediately after fill; re-verified this fire via a fresh UNFILTERED pull — state=confirmed, cum_qty=0, untriggered, sole live sell order for the symbol, shares_held_for_sells=80 matching the 80-share position exactly, last_transaction_at 2026-09-04T12:28:49.582Z, UNCHANGED across all five fires today and consistent with the documented daily GTC re-confirmation rollover, which is a broker housekeeping event and NOT a trigger or a peer touch. At the $35.895 closing mark the stop sits −28.960% below market, FURTHER away than the −28.771% of half an hour ago because the stock firmed, not because the stop moved — nowhere near firing. Today’s session low of $34.63, re-derived from bars this fire, was itself 35.8% above the stop)
Support stop-market VRDN ($17.75) ARMED (order 6a7f2a6e..., placed 2026-08-14 14:47 UTC; re-verified this fire via a fresh UNFILTERED pull — state=confirmed, cum_qty=0, untriggered, sole live sell order for the symbol, shares_held_for_sells=147 matching the 147-share position exactly, last_transaction_at 2026-09-04T12:20:14.918Z, UNCHANGED across all five fires today and likewise the routine daily GTC re-confirmation. At the $22.90 closing mark the stop sits −22.489% below market, nowhere near firing. Today’s session low of $22.62, re-derived from bars this fire, was itself 27.4% above the stop. NEITHER STOP WAS TOUCHED, MODIFIED OR DUPLICATED: the unfiltered pull returns exactly ONE live sell order per symbol and no second protective order of any kind)
Gap-down >12% DISCHARGED CLEAN FOR 2026-09-04 (OWNED AND DISCHARGED BY THE 14:09 ET FIRE, run-1809utc-0904; this 16:09 ET post-close fire does NOT re-own the once-per-session test and does not re-run it as a gate. WHAT THIS FIRE DOES ADD IS INDEPENDENT CONFIRMATION FROM BARS RATHER THAN CARRY-FORWARD: the full-session 30-minute REGULAR series opens at 13:30Z / 09:30 ET, so the entire missed 09:30–14:09 ET window is now covered by price data. VERA’s session low is $34.63 (−1.029% vs the settled $34.99) and VRDN’s is $22.62 (−1.481% vs $22.96), both set in the opening 13:30Z bar and never breached afterwards. The worst point of the entire session on either leg is therefore under 1.5% down — an order of magnitude inside the −12% threshold — and the possibility that a gap opened and retraced unseen inside the unobserved window is positively EXCLUDED, now on this fire’s own data rather than on the prior fire’s word. Closing marks: VERA +2.587%, VRDN −0.261%)
CRL / dilution kill triggers OK (both binaries already resolved to approval; re-scanned live this fire via get_equity_news for BOTH symbols — nothing published on either name since the 14:38 ET check. VERA’s newest item remains the 2026-08-24 Benzinga market-movers round-up; VRDN’s newest remains the Benzinga 13F/Caligan Partners piece published 2026-09-03 12:19 ET, informational only, from a non-allowlisted publisher, describing a June 30 snapshot, and gating nothing. No CRL, no dilution, no offering, no going-concern language on either name. No FORM4_OBSERVED either. SCOPE LIMIT STILL DISCLOSED: this scan covers only what the feed holds NOW, so an item published and superseded inside the missed 09:30–14:09 ET window would not be recoverable here — the price-range reconstruction bounds what the market DID, not what was published. THE VOLUME-ANOMALY RESULT PUBLISHED BY THE PRIOR FIRE IS RETRACTED HERE, AND THIS IS THE SUBSTANTIVE FINDING OF THIS FIRE (open flag 64). The 14:38 ET fire reported VERA 611,351 shares at 0.29× a 2,089,869 two-week average and VRDN 311,747 at 0.31× 999,687, concluding both names were BELOW average and VERA’s advance was NOT volume-confirmed. That comparison is CROSS-BASIS: an INTRADAY-bar numerator divided by a CONSOLIDATED DAILY denominator. The defect was proven against a settled session rather than argued — for 2026-09-03, VERA’s intraday bars sum to 207,673 at hourly and 274,949 at 30-minute granularity against a consolidated daily bar of 929,047 (VRDN: 223,655 and 290,113 against 1,193,895), so the intraday feed carries only ~19–30% of the session and the total MOVES WITH THE INTERVAL CHOSEN. Re-run like-for-like (identical interval, identical 14:00–19:00Z window) today’s VERA volume of 206,966 is the HIGHEST of the last four sessions (189,468 / 180,786 / 81,057) and VRDN’s 46,720 the LOWEST (217,778 / 293,726 / 67,872) — directionally the reverse of what was published for VERA. NO REPLACEMENT RATIO IS ISSUED: the same control shows the intraday capture rate ranging 4.7%–10.3% across three consecutive sessions, so no stable multiple can be computed from this feed, and manufacturing a corrected number would repeat the original error in the opposite direction. The volume check is therefore recorded as UNRELIABLE-AS-MEASURED and the earlier conclusion withdrawn. NO DECISION DEPENDS ON THIS — the mandate contains no volume-driven rule, no gate consumed this input, and HOLD / HOLD is unaffected either way)
Tiered take-profit +15/+30/+50% NOT MET (measured on the PROVISIONAL CLOSING marks and RECOMPUTED this fire, not carried forward. VERA +3.584% vs cost — needs +15% = $39.85, 11.416 percentage points / $3.955 away; VRDN +4.091% vs cost — needs +15% = $25.30, 10.909 percentage points / $2.400 away. VRDN HOLDS THE LEAD ON COST AND IS THE CLOSER LEG TO ITS TIER-1 GATE, widening the margin to 0.507pp from 0.463pp at 15:39 ET; leadership changed hands twice earlier today and is reported as an observation, not a signal. Both measures agree on the ordering (VRDN 10.909pp and $2.400 against VERA 11.416pp and $3.955), but the pp gap and the dollar gap use DIFFERENT denominators — pp against cost basis, dollars against the closing price — so they are not convertible and their agreement here is a coincidence of this fire, not a cross-check. ZERO tiers have EVER fired on either leg, re-proved this fire against all six PHASE2_TP_TIER gate tokens under the line-start field-position-anchored form, every control RECOMPUTED rather than inherited: RUN_END 218 (high), STOP_PLACED 2 (low), a fabricated token 0 (negative), and the broker’s own 80 / 147 share counts — still the FULL original fill quantities — as the non-grep authority. THE PRIOR PAGE’S CONTROL FIGURE OF 216 IS SUPERSEDED HERE AND WAS NOT ADVANCED BY ARITHMETIC: 218 is a fresh anchored count, not 216 plus two. The gate pattern is ^<ISO-8601>Z | TOKEN |, in which the token must occupy field position 2 behind a line-start timestamp. THE UNOBSERVED WINDOW REMAINS COVERED FOR THIS GATE, NOW ON RE-DERIVED DATA: today’s session highs of VERA $36.41 and VRDN $23.03 — both taken from this fire’s own full-session 30-minute regular bars rather than carried forward, with VRDN’s corrected upward from the $22.98 published since 14:38 ET — sit far below the $39.85 and $25.30 gates, so no tier could have become eligible at any instant today, including during the nine fires that never ran. STANDING GUIDANCE RETAINED: the unanchored variants of these tokens are BURNED and are NOT interchangeable with one another, and counts must be recorded as (pattern, count) pairs)
Trailing stop (7% from peak, post-Tier-1) NOT ARMED (activates only after Tier-1 fires)
90-day time cutoff ARMED (VRDN clock started 2026-08-13, day 22 of 90, deadline 2026-11-11, currently +4.091% vs cost; VERA clock started 2026-08-27, day 8 of 90, deadline 2026-11-25, currently +3.584% vs cost. Both figures are RECOMPUTED from this fire’s provisional closing marks, superseding the +3.864% / +3.743% the 14:38 ET fire published and every later fire carried forward. Both sit inside the ±10% band that the cutoff tests, but the cutoff only ACTS at day 90, so neither is near an action — and note VERA moved AWAY from the +10% band edge this fire, reversing the direction the 14:38 ET fire recorded. Day counts were RECOMPUTED as date differences from the fill dates, not incremented from the prior page)
Hard expiry 2026-12-31 ARMED (118 days from today 2026-09-04 to 2026-12-31, or 119 counting today inclusive. RECOMPUTED this fire as a date difference rather than decremented from the prior entry, which read 119 exclusive / 120 inclusive on 2026-09-03; the two conventions are stated here so the figure cannot drift.)
DAILY_DIGEST 2026-08-21 NOT EMITTED IN-HOURS (Friday’s ~4h tooling outage swallowed the —15:30ET window; a late stale-data WEEKLY_REVIEW substituted at 23:03 UTC, unrecoverable). DAILY_DIGEST 2026-08-24/25/26 EMITTED (each at 15:38-15:39 ET, first fire —15:30 ET). DAILY_DIGEST 2026-08-27 NOT EMITTED IN-HOURS (a ~3.2h scheduler silence skipped the 18:08/18:38/19:08/19:38 UTC slots, covering the entire 14:00—16:00 ET window, so no fire reached the —15:30 ET threshold — the day’s last in-hours fire was 13:38 ET. Unrecoverable in-hours; content preserved as a DAILY_DIGEST_MISSED annotation in trades.log, deliberately NOT a formal digest event so the once-per-day dedup stays intact). DAILY_DIGEST 2026-08-31 and 2026-09-01 EMITTED (19:40:30Z and 19:38:40Z, each the first fire at or after 15:30 ET). DAILY_DIGEST 2026-09-02 EMITTED at the 15:39 ET fire (trades.log 19:43:40Z, verified present by an anchored same-day grep this fire, so it is correctly NOT re-emitted here). A REAL DEFECT WAS FOUND AND REPAIRED BY THE 11:39 ET FIRE, AND RE-VERIFIED STILL PRESENT HERE: the 15:39 ET fire of 2026-09-02 wrote that digest to trades.log and said so in the footer, but never added the corresponding DAILY DIGEST card to this page — the newest card was 2026-09-01. The 2026-09-02 card was added by that fire, reproducing the digest AS EMITTED (intraday 15:39 ET marks) with a post-close reconciliation footnote, exactly as the 2026-08-31 card was handled; this fire re-confirmed the card is still rendered. DAILY_DIGEST 2026-09-03 EMITTED at that day’s 15:39 ET fire — the first fire of 2026-09-03 at or after the 15:30 ET threshold. Both artifacts were written in the same pass (the trades.log record AND the DAILY DIGEST — 2026-09-03 card on this page), which is the specific failure mode the 2026-09-02 digest hit (logged but never rendered) and the reason a logged digest is never accepted as proof the card exists. THAT CARD WAS SETTLED IN PLACE BY THIS FIRE: it had carried the 2026-09-03 PROVISIONAL close and its own closing sentence required the first fire of the following session to settle it, so the provisional $35.005 / $22.95 / $6,194.51 was replaced throughout by the settled $34.99 / $22.96 / $6,194.78 with every derived percentage, gap and headroom recomputed. DAILY_DIGEST 2026-09-04 SUPERSEDED — NOT DUE, NOT WRITTEN — this tag was STALE until the 15:39 ET fire re-pointed it: it still read NOT YET DUE and still attributed itself to “this fire is 14:09 ET”, an attribution the 14:38 ET and 15:09 ET fires both left untouched. 2026-09-04 is a Friday, and the 15:39 ET fire (run-1939utc-0904) is the first to cross the 15:30 ET threshold, so the WEEKLY_REVIEW branch owned it. The rulebook states the weekly review REPLACES the daily digest on a Friday rather than supplementing it, so NO DAILY_DIGEST WAS WRITTEN FOR 2026-09-04 AND NONE IS OWED. WEEKLY_REVIEW ISO week 36 EMITTED at 19:39Z by that fire, with BOTH artifacts written in the same pass (the trades.log record AND the WEEKLY REVIEW — ISO week 36 card on this page), because a logged event is never accepted as proof the card was rendered — that is the exact failure mode the 2026-09-02 digest hit. Dedup used the LINE-START FIELD-POSITION-ANCHORED form, which returns 2 prior weekly reviews (week 33 on 2026-08-14, week 34 on 2026-08-21) against 4 for the loose form; the 2 extra hits are WEEKLY_REVIEW_STATUS records, a DIFFERENT record type, and trusting the loose count would have falsely suppressed this week’s review as a duplicate. WEEKLY_REVIEW ISO week 35 (Friday 2026-08-28) NEVER EMITTED — a genuine historical omission recorded as open flag 65 and deliberately NOT back-filled)
Session state OPEN (Friday 2026-09-04, reading taken at 14:38 ET, 5h08m after the 09:30 bell and 1h22m before the 16:00 bell — 79% of the session elapsed. This is the SECOND fire of the day, run-1838utc-0904, and its second in-hours fire; the in-hours count for 2026-09-04 stands at TWO. Open state confirmed from QUOTE VENUE TIMESTAMPS — both names printed at 18:37:32.473Z / 18:38:05.486Z and both last_non_reg_trade_price fields are NULL — and NOT from the shell clock, which on this box mislabels UTC as ET)
Phase 2 deployment FULLY DEPLOYED (80 VERA + 147 VRDN filled and stopped; sizing ceiling reached, no further adds per hard rule 1)

Phase 2 order fill status

VERA — buy 80sh marketable limit $34.75 (owner-interactive, id 6a90508e...), FILLED 2026-08-27 14:58:22 UTC @ $34.6531 avg (better than limit, single execution); provisional close $35.895 (+3.584% vs cost, +$99.35) and +2.587% on the day against the settled 2026-09-03 close of $34.99. VERA REMAINS THE SESSION’S ONLY GREEN LEG AND IS STILL BEHIND ON COST, with VRDN widening the gap to 0.507pp from 0.463pp over this window. Session range today $34.63–$36.41, RE-DERIVED from 30-minute regular bars this fire and CONFIRMING the 14:38 ET figure rather than carrying it. Day 8 of the 90-day cutoff. NO VOLUME MULTIPLE IS QUOTED HERE — the 14:38 ET fire’s 0.29× reading was cross-basis and stays retracted (open flag 64), and although this fire did pull bars, it compared only bar-to-bar within one fixed interval and issued NO replacement ratio against any daily average. Stop $25.50 GTC confirmed and untriggered
VRDN — buy 147sh limit $22.00 GTC, FILLED 2026-08-13 19:22 UTC at exactly $22.00, no slippage; provisional close $22.90 (+4.091% vs cost, +$132.30) — the stronger leg against cost for a third consecutive fire, now by a widened 0.507pp, yet still −0.261% on the day against the settled 2026-09-03 close of $22.96, so it ends the session as today’s only red leg though very nearly flat. IT CLOSED THE GAP SHARPLY INTO THE BELL ($22.83 → $22.90 between 15:39 and 16:00 ET), which is why its day loss shrank from −0.566% to −0.261%. Session range today $22.62–$23.03 — the high is CORRECTED UPWARD here from the $22.98 that every fire since 14:38 ET republished, because VRDN printed $23.03 inside the final 19:30–20:00Z bar, after that bound was set. Day 22 of the 90-day cutoff. NO VOLUME MULTIPLE IS QUOTED HERE — the 14:38 ET fire’s 0.31× reading was cross-basis and stays retracted (open flag 64). Stop $17.75 GTC confirmed and untriggered
Phase 2 spending cap: $6,006.25 / $6,050 deployed (99.3%). FULLY DEPLOYED — sizing ceiling reached on both names, no further buys per hard rule 1.
Plan 1 (original catalyst-cliff) realized P&L remains +$26.72 (+0.449% on $5,948.28 deployed) — unaffected, fully closed 07-17.

Operational gaps flagged for owner (still open): A NEW GAP OCCURRED TODAY AND IS THE MOST RECENT ENTRY — open flag 63: on 2026-09-04 the session opened at 09:30 ET and the first fire of the day did not run until 14:09 ET, so roughly nine scheduled 30-minute dispatches (09:39 through 13:39 ET) were silently skipped. No mark, gate evaluation or news check exists for that window, and it cannot be reconstructed after the fact; the once-per-session gap-down test was consequently owned at 14:09 ET rather than at the open. This is the same undiagnosed scheduler-silence failure mode seen on 2026-08-13 (full day), 2026-08-17 (13:39-16:02 ET), 2026-08-18 (~10:47-17:19 ET), 2026-08-20 morning (09:30-11:16 ET), 2026-08-20→21 (~22h43m), 2026-08-27 (~3.2h covering the entire 14:00-16:00 ET window, which cost that day its digest) and 2026-09-03 (the 09:39, 10:09, 10:39 and 11:09 ET slots). Distinct from those is the ~4h total MCP-tooling outage on 2026-08-21 ~19:01-23:04 UTC (run-2301utc-0821), where the agent had zero Robinhood trading-tool access — a more severe mode, since even an on-time dispatch could not have placed a stop, take-profit or floor-breach sell; that outage was confirmed resolved on 2026-08-24 with a full state re-pull finding no unverified fill, no stop-integrity issue and no floor breach. Root cause of the recurring scheduler silence remains undiagnosed (no errors.log entries), and owner review of the scheduler/cron pipeline is again requested. No safety-critical consequence has materialised from any gap to date — but that is an observation about outcomes, not evidence the gaps are safe: every safety mechanic in this mandate only runs on a live in-hours fire.

Upcoming events

Today (Fri 2026-09-04) — MARKET CLOSED, provisional close at 16:09 ET: VERA $35.895 (+2.587%), VRDN $22.90 (−0.261%), portfolio $6,258.36 (+$558.36 above the floor), +$63.58 / +1.026% on the day against the settled 2026-09-03 close of $6,194.78. Combined unrealized +$231.65 (+3.844% on the $6,026.708 cash-inclusive basis; +3.857% on the $6,006.248 position cost — the two denominators differ by the $20.46 cash and are NOT interchangeable). VERA is green and VRDN red, so exactly ONE leg is green on the day, and VRDN has WIDENED its lead on cost to 0.507pp. PROVISIONAL, NOT SETTLED — this is the last REGULAR print, and .close still publishes date=2026-09-03, so the 2026-09-04 session must be settled from .close on the next trading day, Tuesday 2026-09-08 (Monday 2026-09-07 is Labor Day). Today’s full regular range is VERA $34.63–$36.41 and VRDN $22.62–$23.03, RE-DERIVED this fire from 30-minute regular bars rather than carried forward — VRDN’s high is corrected upward from the $22.98 published since 14:38 ET. Those extremes bound the portfolio between $6,116.00 and $6,318.67 across the whole session, both bounds conservative since each leg’s extreme is taken independently. Five marks were recorded today, all after 14:00 ET, because the 09:39–13:39 ET fires never ran (open flag 63, narrowed on its price-bound leg by this fire but still open for news). THE ISO-WEEK-36 WEEKLY REVIEW WAS EMITTED BY THE 15:39 ET FIRE and SUPERSEDES the daily digest, so no DAILY_DIGEST exists or is owed for 2026-09-04 and this fire wrote none
Prior session (Thu 2026-09-03) — SETTLED CLOSE: VERA $34.99, VRDN $22.96, portfolio $6,194.78 (+$494.78 above the floor), −$27.14 / −0.436% on the day. Settled from .close by this fire on 2026-09-04 (source=sip-list-exchange-close, interpolated=false), superseding the provisional $35.005 / $22.95 / $6,194.51, which overstated the portfolio by $0.27 — VERA $0.015 high, VRDN $0.01 low, opposite-signed errors that nearly cancelled. This settled row is the day-change basis for today.
Two sessions back (Wed 2026-09-02) — CLOSED, SETTLED close (reconciled 2026-09-03 09:12 ET by run-1309utc-0903 against .close date=2026-09-02). The session was GREEN and VERA led it: VERA $35.66 (+4.178% on the day) and VRDN $22.78 (−1.086%). Portfolio $6,221.92, +$77.65 / +1.264% on the day. THE PREVIOUS VERSION OF THIS ENTRY IS WITHDRAWN IN FULL — it described a closing auction that "reversed a late green session" to $34.17 / $22.50 / $6,061.56 under open flag 47. That auction reading was wrong by +$160.36; flag 47 is closed as resolved-against and no out-of-hours print may be published as a close.
Prior session (Fri 2026-08-28) — CLOSED at the 16:00 ET official close: VERA $34.19, VRDN $23.08, portfolio $6,148.42 (+$448.42 above the floor). These figures were CORRECTED on 2026-08-31 from the previously published $34.17 / $23.09 / $6,148.29, which had been sourced from the ~15:59:5x ET last-trade print rather than the official settled close.
Mon 2026-09-07 — Labor Day (market closed)
Wed 2026-11-04 — VERA + VRDN Q3 2026 earnings (both same day) · 10-min task to be armed
Thu 2026-11-26 — Thanksgiving (market closed)
Fri 2026-11-27 — Early close 1pm ET
Thu 2026-12-24 — Christmas Eve early close 1pm ET
Fri 2026-12-25 — Christmas Day (market closed)
Thu 2026-12-31 — 🚨 HARD EXPIRY — agent force-liquidates all positions at 15:30+ ET

Recent activity (from trades.log)

2026-09-04 20:09 UTC — Monitor run, MARKET CLOSED (~16:09 ET Friday, the FIFTH fire of 2026-09-04 and its FIRST post-close fire, run-2009utc-0904) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach, no trailing stop armed, no 90-day action. PROVISIONAL CLOSE PUBLISHED to status.html and pnl-history.json: VERA $35.895 (last REGULAR print, 19:59:59.702Z) / VRDN $22.90 (19:59:59.980Z), portfolio $6,258.36, +$63.58 / +1.026% on the day vs the settled 2026-09-03 close of $6,194.78, decomposing exactly as VERA +$72.40 / VRDN −$8.82 with no residual. Combined unrealized +$231.65 / +3.844%. NOT SETTLED — .close still publishes date=2026-09-03; the row is re-settled Tuesday 2026-09-08 (Labor Day intervenes). CLOSING PRINT CORROBORATED SAME-BASIS: the final 5-minute regular bar carried a closing-auction surge of 71,843 (VERA, 4.5× the prior bar) and 60,120 (VRDN, 3.4×), and each bar close matched the quote to the cent. No ratio against a daily average was computed, so open flag 64 is not reopened. AFTER-HOURS PRINTS REFUSED: last_non_reg_trade_price $35.89 / $22.92 existed and was not published; the broker’s total_value $6,260.90 reconciles exactly to those non-regular prints, confirming get_portfolio marks after-hours post-close, so it was not used to source the row. ONE INHERITED FIGURE CORRECTED: VRDN’s session high, republished as $22.98 by every fire since 14:38 ET, is superseded by $23.03 printed in the final 19:30–20:00Z bar; the range is now $22.62–$23.03. VERA’s $34.63–$36.41 was re-derived and CONFIRMED. OPEN FLAG 63 NARROWED FOR THE FIRST TIME — full-session bars now cover the nine fires that never ran, bounding the portfolio at $6,116.00 at its worst instant, $416.00 clear of the floor; the flag stays OPEN for news, which remains unrecoverable. Both stops re-pulled UNFILTERED and both state=confirmed, cum_qty=0, one sell order per symbol, no duplicate protective order. Controls RECOMPUTED at entry, never inherited: RUN_END 218 / STOP_PLACED 2 / fabricated-token 0, with broker share counts 80/147 as the non-grep authority; all tier-gate tokens 0 under the line-start field-position-anchored form. Protocol run INLINE — the robinhood-plan1-trader agent type was again absent from the session registry.
2026-09-04 19:39 UTC — Monitor run, MARKET OPEN (~15:39 ET Friday, the FOURTH fire of 2026-09-04 and its fourth in-hours fire, run-1939utc-0904) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach. WEEKLY REVIEW FOR ISO WEEK 36 EMITTED THIS FIRE — first Friday regular-hours fire at or after 15:30 ET. Per the rulebook the weekly review REPLACES the daily digest on a Friday, so NO DAILY_DIGEST WAS WRITTEN OR IS OWED FOR 2026-09-04. Week P&L +$92.05 / +1.497% against last Friday’s settled 2026-08-28 close of $6,148.42; thesis_status INTACT on both names. THE DEDUP GREP WAS RUN ON THE LINE-START FIELD-POSITION-ANCHORED FORM AND THE LOOSE FORM DISAGREED WITH IT — anchored returns 2 (2026-08-14 week 33, 2026-08-21 week 34), the loose form returns 4, and the 2 extra hits are WEEKLY_REVIEW_STATUS records, a DIFFERENT record type. A nonzero loose count would have falsely suppressed this week’s review. OPEN FLAG 65 RAISED: ISO week 35 (Friday 2026-08-28) has NO weekly review at all — a real historical omission, deliberately NOT back-filled. Marks are live REGULAR prints VERA $35.80 (19:39:10.187Z) / VRDN $22.83 (19:38:56.371Z), both state=active, last_non_reg_trade_price NULL; portfolio $6,240.47, +$45.69 / +0.737% on the day vs the settled 2026-09-03 close of $6,194.78, decomposing exactly as VERA +$64.80 / VRDN −$19.11 with no residual, and −$14.94 from the 15:09 ET mark. BOTH LEGS MOVED THIS FIRE, so the prior fire’s VRDN staleness carve-out was RETIRED and $22.85 / +$124.95 / +3.864% / −0.479% were treated as ordinary stale tokens. BROKER AGREED TO THE CENT ON BOTH LEGS (equity_value $6,220.01 / total_value $6,240.47), a second consecutive fire with no tick lag. ONE INHERITED DEFECT FOUND AND FIXED — the Portfolio-value KPI label read “live intraday mark, 14:38 ET” while carrying the 15:09 ET value $6,255.41; the prior fire updated the number and left its own label behind. Controls RECOMPUTED at entry, never inherited: RUN_END 217 / STOP_PLACED 2 / fabricated token 0 / FLOOR_BREACH 0, with the broker’s own 80 and 147 share counts as the non-grep authority that no tier has ever fired. All 8 tier-gate tokens 0 under the line-start field-position-anchored form. Both stops re-pulled UNFILTERED and still confirmed/untriggered, cum_qty=0, one sell order per symbol, no duplicate protective order. Floor headroom +$540.47 / +9.482% over $5,700. Tier-1 gates untouched: VERA needs $39.85 (11.313% away), VRDN needs $25.30 (10.819% away). Rank recomputed from the series: 19th of 48 overall, 9th of 17 Phase 2, NO RECORD of any kind. News re-scanned live and clean on both names. NO VOLUME FIGURE WAS PULLED THIS FIRE — flag 64 stands and the retracted ratios were not replaced. ORCHESTRATOR-FALLBACK, the robinhood-plan1-trader agent type remaining unregistered.
2026-09-04 19:09 UTC — Monitor run, MARKET OPEN (~15:09 ET Friday, the THIRD fire of 2026-09-04, run-1909utc-0904) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach. VERA $35.95 (+2.744% on the day, +3.743% vs cost) and VRDN $22.85 (−0.479%, +3.864% vs cost); portfolio $6,255.41, +$60.63 / +0.979% on the day and −$19.60 from the 14:38 ET mark. VRDN RETOOK THE LEAD ON COST, reversing the crossover the prior fire recorded 31 minutes earlier; only the VERA leg moved, VRDN reprinting $22.85 on a fresh 19:09:38.008Z stamp. Broker and page agreed to the cent on both legs this fire ($6,234.95 / $6,255.41), the first fire today with no tick-lag divergence to disclose. OPEN FLAG 64 RAISED — THE PRIOR FIRE’S VOLUME CONCLUSION IS RETRACTED: its 0.29× / 0.31× two-week ratios divided an INTRADAY-bar numerator by a CONSOLIDATED DAILY denominator. Proven against settled 2026-09-03, where VERA’s intraday bars sum to 207,673 (hourly) / 274,949 (30-minute) against a 929,047 daily bar; like-for-like, today’s VERA volume is the HIGHEST of the last four sessions and VRDN’s the lowest. No replacement ratio published — capture rate swings 4.7%–10.3% session to session — and no decision depends on it, as the mandate has no volume rule. Flags 63, 62, 61 carried forward unchanged; flag 5 stays closed.
2026-09-04 18:38 UTC — Monitor run, MARKET OPEN (~14:38 ET Friday, the SECOND fire of 2026-09-04, run-1838utc-0904) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach. VERA $36.195 (+3.444% on the day, +4.450% vs cost) and VRDN $22.85 (−0.479%, +3.864% vs cost); portfolio $6,275.01, +$80.23 / +1.295% on the day and +$44.735 from the 14:09 ET mark. VERA OVERTOOK VRDN ON COST inside this 29-minute window. OPEN FLAG 5 RESOLVED, AND FOUND TO HAVE BEEN OVERSTATED: get_equity_fundamentals proved to be exposed to this agent after all, and volume was in any case reachable all along via get_equity_historicals (which prior fires called, and which supplied the 2026-09-02 OHLC and volume already on the status page) — so this was an available check never run, not a missing capability. First reading shows VERA 0.29× and VRDN 0.31× their 2-week average volume, both below average, no anomaly, and VERA’s advance NOT volume-confirmed. THE SAME TOOL RETROACTIVELY BOUNDED THE NINE MISSED FIRES (open flag 63, still open): today’s ranges VERA $34.63–$36.41 / VRDN $22.62–$22.98 prove no gap-down occurred (worst leg −1.481%), no floor breach was possible ($6,116.00 lower bound vs the $5,700 floor) and no tier could have fired. Broker/quote gap $2.00, resolving to a lagged VERA print of $36.17 — not the midpoint this time — and disclosed. Both stops confirmed/untriggered, last_transaction_at unchanged from the prior fire as expected within a session. News clean both names.
2026-09-04 18:09 UTC — Monitor run, MARKET OPEN (~14:09 ET Friday, the FIRST fire of 2026-09-04, run-1809utc-0904) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach. SCHEDULER GAP: the session opened 09:30 ET and this is the day’s first fire at 14:09 ET — roughly NINE scheduled fires (09:39–13:39 ET) never ran, an unrecoverable window (open flag 63, raised this fire). Live regular marks VERA $35.645 (+1.872% on the day, +2.862% vs cost) and VRDN $22.845 (−0.501% on the day, +3.841% vs cost); portfolio $6,230.275, +$35.495 / +0.573% on the day against the newly settled 2026-09-03 close of $6,194.78. VERA leads and is the session’s only green leg, reversing yesterday. 2026-09-03 SETTLED THIS FIRE from .close at $34.99 / $22.96 / $6,194.78, superseding the provisional $35.005 / $22.95 / $6,194.51 — the provisional missed by only +$0.27 because the two legs erred in opposite directions and nearly cancelled, which is luck rather than method validation. Both stops confirmed, cum_qty=0, no duplicate protective order, last_transaction_at rolled over to today on both (routine daily GTC re-confirmation). A $1.20 broker/quote divergence is disclosed and resolves entirely to the VERA leg ($0.015 × 80). Gap-down test owned and discharged clean at 14:09 ET, with the disclosed limit that the open itself was not observed.
2026-09-03 20:39 UTC — Monitor run, MARKET CLOSED — POST-CLOSE (~16:39 ET Thursday, the SECOND POST-CLOSE fire and TWELFTH fire of 2026-09-03, run-2039utc-0903) — HOLD / HOLD, no order placed, cancelled or modified, no tier fired, no stop triggered, no floor breach. NO PRICE CHANGED AND THAT IS THE CORRECT RESULT: the session is closed, so a fresh get_equity_quotes returned the identical frozen last-regular prints VERA $35.005 / VRDN $22.95 at the identical venue stamps 19:59:58.816Z / 19:59:59.898Z; portfolio stays $6,194.51, and the provisional 2026-09-03 row was RE-VERIFIED rather than re-marked. ONE REAL DEFECT FOUND AND FIXED THIS FIRE — the header state tag still read Market: OPEN — REGULAR SESSION in green, a STALE NON-NUMERIC tag that the 16:09 ET post-close fire left behind while correctly patching the neighbouring “Session state” tag and both prose blocks; it now reads CLOSED — POST-CLOSE. This is the defect class that carries no digits and therefore survives every numeric staleness sweep. ALL OTHER PRE-ARCHIVE HITS TRIAGED AND CLEARED AS LEGITIMATE HISTORY, NOT DEFECTS — the 33 “15:39 ET” hits, $6,236.27, $6,139.12, $35.38, $34.995, $35.42, $35.20 and run-1939utc-0903 all sit in the frozen DAILY DIGEST cards, the intraday mark series, or the explicit superseded-value disclosure. Controls RECOMPUTED at entry, never inherited: RUN_END 213 / STOP_PLACED 2 / fabricated token 0 / FLOOR_BREACH 0, with the broker’s own 80 and 147 share counts as the non-grep authority that no tier has ever fired. All 8 tier-gate tokens 0 under the line-start field-position-anchored form. Both stops re-pulled UNFILTERED and still confirmed/untriggered, cum_qty=0, one sell order per symbol, no duplicate protective order. Floor headroom +$494.78 / +8.680% over $5,700. Tier-1 gates untouched: VERA needs $39.85 (13.842% away), VRDN needs $25.30 (10.240% away). pnl-history residuals re-checked under the TWO-ERA share model — only the three known benign penny-rounding rows (08-14, 08-18, 08-25) deviate and were deliberately NOT “fixed”. Rank recomputed from the series: 20th of 47 overall, 10th of 16 Phase 2, NO RECORD of any kind. News re-scanned live and clean on both names. ORCHESTRATOR-FALLBACK, the robinhood-plan1-trader agent type remaining unregistered.
2026-09-03 20:09 UTC — Monitor run, MARKET CLOSED — POST-CLOSE (~16:09 ET Thursday, the FIRST POST-CLOSE fire and ELEVENTH fire of 2026-09-03, run-2009utc-0903) — HOLD / HOLD, no order placed, no tier fired, no stop triggered, no floor breach. PROVISIONAL CLOSE PUBLISHED from the session's LAST REGULAR prints per open flag 47: VERA $35.005 (−1.837% on the day, +1.015% vs cost, BACK ABOVE the cost line) and VRDN $22.95 (+0.746% on the day, +4.318% vs cost, the day's ONLY green leg); portfolio $6,194.51, −$27.41 / −0.4405% on the day. The session RECOVERED into the bell: +$55.39 off the 15:39 ET low of $6,139.12, decomposing exactly as VERA +$30.40 + VRDN +$24.99, no residual. SOURCE RULE CORROBORATED, NOT ASSUMED — get_equity_historicals bounds=regular final 19:55–20:00Z bar closes 35.005 / 22.950, matching last_trade_price to the cent, on volume 52,443 / 33,551 against 7,608 / 6,658 prior: the closing auction printed inside regular hours. $0.27 BROKER DIVERGENCE DISCLOSED, NOT A DEFECT — get_portfolio $6,194.78 marks the post-bell NON-REGULAR prints $34.99 / $22.96, which this page does not publish. DAILY_DIGEST 2026-09-03 UPDATED IN PLACE from the 15:39 ET live marks to this provisional close, and the CARD was re-rendered on this page in the same write, not merely logged. Both stops re-verified confirmed/untriggered, cum_qty=0, sole sell order per symbol, last_transaction_at unchanged. All 8 tier-gate tokens 0 under the anchored form; controls RECOMPUTED this fire, not inherited — RUN_END 212 / STOP_PLACED 2 / fabricated 0 / broker 80-147. Rank computed from the series with today's row excluded: 10th of 16 Phase 2, 20th of 47 overall, no record. News clean on both names. ORCHESTRATOR-FALLBACK, the robinhood-plan1-trader agent type remaining unregistered.
2026-09-03 19:39 UTC — Monitor run, MARKET OPEN (~15:39 ET Thursday, the NINTH IN-HOURS fire and TENTH fire of 2026-09-03, run-1939utc-0903) — HOLD / HOLD, no order placed, no tier fired, no stop triggered, no floor breach. Live regular marks VERA $34.625 (−2.902% on the day, −0.081% vs cost) and VRDN $22.78 (0.000% on the day — exactly the settled 2026-09-02 close — +3.545% vs cost); portfolio $6,139.12, −$82.80 / −1.331% on the day, the LOWEST of the nine recorded in-hours marks of 2026-09-03. Both legs fell and the decomposition is exact: VERA −$29.60 + VRDN −$10.29 = −$39.89 off the 15:09 ET $6,179.01, no residual. Broker matched the quote-derived figures to the cent on both legs for the FOURTH consecutive fire. DAILY_DIGEST 2026-09-03 EMITTED — first fire at or after 15:30 ET — and the card was RENDERED on this page in the same write, not merely logged. Both stops re-verified confirmed/untriggered, cum_qty=0, last_transaction_at unchanged. All 8 tier-gate tokens 0 under the anchored form; controls RUN_END 211 / STOP_PLACED 2 / fabricated 0 / broker 80-147. News clean on both names. ORCHESTRATOR-FALLBACK, the robinhood-plan1-trader agent type remaining unregistered.
2026-09-03 19:09 UTC — Monitor run, MARKET OPEN (~15:09 ET Thursday, the EIGHTH IN-HOURS fire and NINTH fire of 2026-09-03, run-1909utc-0903) — HOLD / HOLD, no order placed, no tier fired, no stop triggered. Live regular marks VERA $34.995 (−1.865% on the day) and VRDN $22.85 (+0.307%), portfolio $6,179.01, −$42.91 / −0.690% against the settled 2026-09-02 close of $6,221.92 — still RED on the day, but the loss NARROWED by $1.68 after the legs DIVERGED this window (VERA −$2.00 + VRDN +$3.675 = +$1.675, exact, no residual), breaking a three-window run of both falling. Both stops confirmed and untriggered, last_transaction_at unchanged, shares_held_for_sells 80 / 147. Tier gaps moved OPPOSITE ways: VRDN narrowed to 11.136pp / $2.45, VERA widened to 14.010pp / $4.855; zero tiers have ever fired (all 8 anchored tokens 0, controls 210 / 2 / 0 / 80-147). Floor headroom +$479.01 / +8.404%. Broker and quote-derived figures matched to the cent on both legs for the THIRD consecutive fire; no gap disclosed. No news changed on either name. DAILY_DIGEST not yet due.
2026-09-03 18:39 UTC — Monitor run, MARKET OPEN (~14:39 ET Thursday, the SEVENTH IN-HOURS fire and EIGHTH fire of 2026-09-03, run-1839utc-0903) — HOLD / HOLD, no order placed, no tier fired, no stop triggered. Live regular marks VERA $35.02 (−1.795% on the day) and VRDN $22.825 (+0.198%), portfolio $6,177.34, −$44.59 / −0.717% against the settled 2026-09-02 close of $6,221.92 — clearly RED on the day after a further −$43.07 this window (VERA −$14.40 + VRDN −$28.67, exact, no residual), with VRDN carrying the larger share this time. Both stops confirmed and untriggered, last_transaction_at unchanged, shares_held_for_sells 80 / 147. Both tier gaps WIDENED again: VRDN 11.250pp / $2.48, VERA 13.941pp / $4.83; zero tiers have ever fired (all 8 anchored tokens 0, controls 209 / 2 / 0 / 80-147). Floor headroom +$477.34 / +8.374%. Broker and quote-derived figures matched to the cent on both legs for the second consecutive fire; no gap disclosed. No news changed on either name. DAILY_DIGEST not yet due.
2026-09-03 18:09 UTC — Monitor run, MARKET OPEN (~14:09 ET Thursday, the SIXTH IN-HOURS fire and SEVENTH fire of 2026-09-03, run-1809utc-0903) — HOLD / HOLD, no order placed, no tier fired, no stop triggered. Live regular marks VERA $35.20 (−1.290% on the day) and VRDN $23.02 (+1.054%), portfolio $6,220.40, −$1.52 / −0.024% against the settled 2026-09-02 close of $6,221.92 — marginally RED on the day after giving back the whole −$24.95 of this window (VERA −$17.60 + VRDN −$7.35, exact, no residual). Both stops confirmed and untriggered, last_transaction_at unchanged, shares_held_for_sells 80 / 147. Both tier gaps WIDENED: VRDN 10.364pp / $2.28, VERA 13.422pp / $4.65; zero tiers have ever fired (all 8 anchored tokens 0, controls 208 / 2 / 0 / 80-147). Floor headroom +$520.40 / +9.130%. The $2.40 broker/quote gap disclosed at 13:39 ET CLEARED — get_portfolio matched the quote-derived figure to the cent on both legs. No news changed on either name. DAILY_DIGEST not yet due.
2026-09-03 17:39 UTC — Monitor run, MARKET OPEN (~13:39 ET Thursday, the FIFTH IN-HOURS fire and SIXTH fire of 2026-09-03, run-1739utc-0903) — gap-down NOT re-owned (discharged by the 11:39 ET fire). Both legs advanced: VERA $35.415→$35.42, VRDN $23.06→$23.07, portfolio $6,243.48→$6,245.35 (+$1.87 this window; +$23.43 / +0.377% on the day vs the settled 2026-09-02 close of $6,221.92). get_portfolio reported $6,227.29 / $6,247.75, a $2.40 gap solving exactly to the VERA leg marked at $35.45 — an intra-call tick lag on one leg; quote-derived figures published. Tier gaps NARROWED to VRDN 10.136pp / $2.23 and VERA 12.787pp / $4.43; no tier fired, none ever has. Both stops confirmed and untriggered, last_transaction_at unchanged a sixth consecutive fire. News unchanged on both names. Floor headroom +$545.35. DAILY_DIGEST not yet due (pre-15:30 ET). HOLD / HOLD — no order placed, no action taken.
2026-09-03 17:09 UTC — Monitor run, MARKET OPEN (~13:09 ET Thursday, the FOURTH IN-HOURS fire and FIFTH fire of 2026-09-03, run-1709utc-0903) — gap-down NOT re-owned (discharged by the 11:39 ET fire). BOTH legs moved down: VERA $35.45→$35.415, VRDN $23.13→$23.06, portfolio $6,243.48 (+$21.56 / +0.347% on the day, −$13.09 off the prior fire, decomposing exactly as −$2.80 VERA + −$10.29 VRDN). get_portfolio AGREED TO THE CENT on both equity_value $6,223.02 and total_value $6,243.48 — the prior fire’s $1.47 one-cent-tick gap cleared, confirming that diagnosis. Both stops confirmed untriggered, cum_qty=0, shares_held_for_sells 80/147, last_transaction_at unchanged a fifth fire. All 8 tier/trailing gates grep 0 against four recomputed controls (RUN_END 206, STOP_PLACED 2, fabricated 0, broker 80/147); both tier gaps WIDENED. Floor headroom +$543.48. NO news change on either name — the VRDN 13F item is the same one the prior fire logged. HOLD / HOLD, no order placed. Open flag 62 carried forward.
2026-09-03 16:39 UTC — Monitor run, MARKET OPEN (~12:39 ET Thursday, the THIRD IN-HOURS fire and FOURTH fire of 2026-09-03, run-1639utc-0903) — gap-down NOT re-owned (discharged by the 11:39 ET fire). Only one leg moved: VERA UNCHANGED at $35.45, VRDN $23.12→$23.13, portfolio $6,256.57 (+$34.65 / +0.557% on the day, +$1.47 off the prior fire, all of it VRDN). get_portfolio disagreed by $1.47, diagnosed to a one-cent stale tick on the VRDN leg alone ($23.14 broker vs $23.13 quote); quote-derived figure published. Both stops confirmed untriggered, cum_qty=0, shares_held_for_sells 80/147, last_transaction_at unchanged a fourth fire. All 8 tier/trailing gates grep 0 against four recomputed controls (RUN_END 205, STOP_PLACED 2, fabricated 0, broker 80/147). Floor headroom +$556.57. One NEW VRDN news item (Benzinga 13F round-up, Caligan new position) — informational, non-allowlisted, gates nothing; VERA news unchanged. HOLD / HOLD, no order placed. Open flag 62 carried forward.
2026-09-03 16:09 UTC — Monitor run, MARKET OPEN (~12:09 ET Thursday, the SECOND IN-HOURS fire and THIRD fire of 2026-09-03, run-1609utc-0903) — gap-down NOT re-owned (discharged by the 11:39 ET fire). Both legs advanced: VERA $35.38→$35.45, VRDN $23.03→$23.12, portfolio $6,255.10 (+$33.18 / +0.533% on the day, +$18.83 off the prior fire), matching get_portfolio to the cent a second consecutive fire. Both stops confirmed untriggered, cum_qty=0, shares_held_for_sells 80/147, last_transaction_at unchanged a third fire. All 8 tier/trailing gates grep 0 against four recomputed controls (RUN_END 204, STOP_PLACED 2, fabricated 0, broker 80/147). Floor headroom +$555.10. News clean on both names. HOLD / HOLD, no order placed. Open flag 62 carried forward.
2026-09-03 15:39 UTC — Monitor run, MARKET OPEN (~11:39 ET Thursday, the FIRST IN-HOURS fire of 2026-09-03, run-1539utc-0903) — gap-down test OWNED and DISCHARGED CLEAN (VERA −0.785%, VRDN +1.097%). Portfolio $6,236.27 (+$14.35 / +0.231%), matching get_portfolio to the cent. Both stops confirmed untriggered, cum_qty=0, shares_held_for_sells 80/147. All 8 tier/trailing gates grep 0 against four controls; news clean on both names. HOLD / HOLD, no order placed. Raised open flag 62: the 09:12 ET pre-open fire wrote NO block to trades.log and left .trader.lock behind.
2026-09-03 13:12 UTC — Monitor run, PRE-OPEN (~09:12 ET Thursday, the FIRST fire of 2026-09-03, run-1309utc-0903) — SKIP_CLOSED reason=outside_hours per the rulebook Time/Session Guard; no trading action taken or possible. RECONCILIATION DISCHARGED: .close published date=2026-09-02 and the provisional row was SETTLED in place, VERA $34.17→$35.66, VRDN $22.50→$22.78, portfolio $6,061.56→$6,221.92 (+$160.36; the provisional was wrong). Open flag 47 closed resolved-against; new open flag 61 raised on three mid-August rows. Both stops confirmed, cum_qty=0, last_transaction_at advanced on the routine daily GTC re-confirmation. No tier fired. Floor headroom +$521.92. News CLEAN both names.
2026-09-02 20:39 UTC — Monitor run, POST-CLOSE (~16:39 ET Wednesday, the SIXTEENTH fire of the day and the SECOND POST-CLOSE fire, run-2039utc-0902) — a pure RE-VERIFICATION pass that deliberately did NOT re-publish the close. The PROVISIONAL 2026-09-02 close STANDS at VERA $34.17 / VRDN $22.50 / $6,061.56 (−$82.71 / −1.346% on the day). THE BROKER MARK MOVED AND THE PUBLISHED CLOSE DID NOT: VERA traded 200 shares at $35.50 after hours (20:23:03.518Z) and get_portfolio now reads $6,167.96, again agreeing to the cent — which RETRACTS the prior fire’s corroboration that exact get_portfolio agreement identifies a closing mark, since it agrees with whatever the newest print is. The volume test survives and is now decisive: the $34.17 cross carried 485,002 VERA / 712,427 VRDN shares against 200 shares for the $35.50 print, with three zero-volume interpolated bars between them; VRDN independently re-traded its $22.50 auction level twice (100 sh at 20:05Z, 100 at 20:15Z). Both stops confirmed, untriggered, cum_qty=0, last_transaction_at unchanged (12:20:39Z / 12:21:00Z), exactly one protective order per leg, no duplicate, no pending buy, shares_held_for_sells full at 80/147. All 8 tier/trailing gates 0 under the anchored form against four freshly recomputed controls (RUN_END 202 = 187 before today + today’s 15; STOP_PLACED 2; fabricated token 0; broker share counts as the non-grep authority). Tier-1 gaps VERA $5.68 / VRDN $2.80 on the close. Floor headroom +$361.56 on the close and +$467.96 on the live mark, NO BREACH. News CLEAN on both names, nothing newer than 2026-08-24 / 2026-08-07. HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-09-02 20:09 UTC — Monitor run, POST-CLOSE (~16:09 ET Wednesday, the FIFTEENTH fire of the day and the FIRST POST-CLOSE fire, run-2009utc-0902) — PROVISIONAL 2026-09-02 close published: VERA $34.17, VRDN $22.50, portfolio $6,061.56 (−$82.71 / −1.346% on the day). Closing auction reversed the late green reading — cross printed −4.366% (VERA) and −1.273% (VRDN) below the last continuous trade on 3.9× and 18.2× the preceding bar’s volume; get_portfolio agreed to the cent. No order placed, cancelled or filled. Both stops confirmed and untriggered, cum_qty=0, no duplicate. All 8 tier/trailing gates 0. Floor headroom +$361.56. News clean on both names. Missing 2026-09-02 DAILY DIGEST card added.
2026-09-02 19:39 UTC — Monitor run, REGULAR SESSION OPEN (~15:39 ET Wednesday, the FOURTEENTH fire of the day and the THIRTEENTH IN-HOURS fire, run-1939utc-0902, orchestrator-fallback for the 56th consecutive fire) — HOLD/HOLD, zero orders touched. DAILY_DIGEST 2026-09-02 EMITTED (first fire ≥ 15:30 ET; dedup scan found zero same-day digests). THE DAY TURNED GREEN on the largest up-window of the regular session: VERA $34.75 → $35.285 (a NEW SESSION HIGH, taking out the 09:39 ET $35.25) and VRDN $22.58 → $22.84 (breaking a two-fire flat print), portfolio $6,119.72 → $6,200.74, +$81.02 on the window, flipping the day from −$24.55 to +$56.47 / +0.919% and ending TEN consecutive red readings. The move was two-sided — VERA +$42.80, VRDN +$38.22. Mark ranks 9th of 15 Phase 2 sessions and 19th of 46 overall (up four and six places), and is the 2nd highest of today’s fourteen readings. Both legs green vs cost (VERA +$50.55, VRDN +$123.48; combined +$174.03 / +2.888%). Safety re-verified: both stop-markets confirmed and untriggered, cum_qty=0, one protective order per leg, no duplicate; all 8 tier/trailing gates 0 under the anchored form against four controls (RUN_END 200); floor headroom +$500.74. get_portfolio agreed to the cent, ending a two-fire VRDN tick-lag run. News scan clean on both names.
2026-09-02 19:09 UTC — Monitor run, REGULAR SESSION OPEN (~15:09 ET Wednesday, the THIRTEENTH fire of the day and the TWELFTH IN-HOURS fire, run-1909utc-0902, orchestrator-fallback for the 55th consecutive fire) — HOLD / HOLD, zero orders placed, cancelled or modified. VERA $34.59 → $34.75 and VRDN $22.58 → $22.58 (UNCHANGED to the cent) took the portfolio $6,106.92 → $6,119.72, +$12.80, narrowing the day to −$24.55 / −0.400% vs the settled $6,144.27. THE FIRST GENUINELY FLAT LEG OF THE SESSION — VERA supplied the entire +$12.80 against VRDN’s exactly $0.00, and VRDN’s identical row was granted an explicit flat-print exemption from the staleness sweep rather than being "corrected". VERA CROSSED ABOVE ITS $34.6531 COST BASIS for the first time this session (−$5.05 → +$7.75, +0.280%), so both legs are now green against cost; combined unrealized +$93.01 / +1.543%. Mark is 4th highest of today’s thirteen readings and $0.96 ABOVE the 09:09 ET premarket $6,118.76 — first reclaim of that level today. Both stop-markets re-verified confirmed and untriggered (cum_qty=0, one protective order per leg, no duplicate); all 8 tier/trailing gates 0 against four recomputed controls (RUN_END 199 = 187 + 12); floor headroom +$419.72 / +7.364%; rank 13th of 15 Phase 2 and 25th of 46 overall, held for an EIGHTH consecutive fire. No news on either name (VERA newest 2026-08-24, VRDN 2026-08-07). get_portfolio lagged the quotes by $1.47, solving exactly to VRDN carried at $22.57 — intra-call tick lag on the same leg as the prior fire, quote-derived figure published.
2026-09-02 18:39 UTC — Monitor run, REGULAR SESSION OPEN (~14:39 ET Wednesday, the TWELFTH fire of the day and the ELEVENTH IN-HOURS fire, run-1839utc-0902, orchestrator-fallback for the 54th consecutive fire) — HOLD/HOLD, zero orders. VERA $34.59 (+1.052% day, −0.182% vs cost), VRDN $22.58 (−1.954% day, +2.636% vs cost), portfolio $6,106.92, day −$37.35 / −0.608% vs the settled $6,144.27. Legs SPLIT and leadership changed hands: VERA +$11.60 alone carried the +$8.66 window against VRDN’s −$2.94. get_portfolio disagreed by $5.88 and the gap was DIAGNOSED as the broker carrying VRDN at the stale $22.62 tick; the quote-derived figure is published. Both stops confirmed/untriggered, all 8 tier gates 0 (RUN_END control 198 = 187 + 11 today), floor headroom +$406.92, no news on either name.
2026-09-02 18:09 UTC — Monitor run, REGULAR SESSION OPEN (~14:09 ET Wednesday, the ELEVENTH fire of the day and the TENTH IN-HOURS fire, run-1809utc-0902). ORCHESTRATOR-FALLBACK for the 53rd consecutive fire — the robinhood-plan1-trader agent type is still absent from the registered-agent roster while the rulebook file and the Robinhood MCP are both healthy, so the rulebook ran inline. Market-open proven from venue timestamps (VERA 18:08:36.507Z / VRDN 18:08:42.950Z, both state=active, last_non_reg_trade_price null). HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE REBOUND RESUMED AND BOTH LEGS ROSE: VERA $34.44→$34.445 (+0.628% on the day, green a fifth straight window) and VRDN $22.565→$22.60 (−1.867%), portfolio $6,092.715→$6,098.26, +$5.55 intra-session and −$46.01 / −0.749% on the day against the settled $6,144.27. SINGLE-LEG DOMINANCE RETURNED after the prior window ended it: VRDN supplied +$5.145 (92.8%) against VERA’s +$0.40 (7.2%), recovering 36.9% of last window’s −$15.03. Computed programmatically from today’s eleven-reading series, $6,098.26 is the 6th HIGHEST of the eleven — NOT a session high and NOT a session low — $226.10 under the 09:39 ET high $6,324.36, $20.50 under the 09:09 ET premarket $6,118.76, $46.94 above the 11:39 ET low $6,051.32; the +$180.09 opening advance is still fully given back. Rank RECOMPUTED from pnl-history with today’s own provisional row excluded: 13th of 15 Phase 2 and 25th of 46 overall, HELD at both for a SIXTH consecutive fire, still the third-lowest Phase 2 mark. BOTH TIER GAPS NARROWED (VRDN 12.273pp / $2.700, VERA 15.601pp / $5.405), neither gate crossed; zero tiers have ever fired (8/8 tokens 0 under the anchored form; controls RUN_END 197 = 187+10, STOP_PLACED 2, fabricated token 0, broker shares 80/147). Both stops confirmed and untriggered, cushions WIDENED to 25.969% / 21.460%, exactly one protective order per leg and no duplicate; both last_transaction_at unchanged at today’s routine daily GTC re-confirmation. Floor headroom +$398.26 / +6.987%, NO BREACH; Phase 2 cushion widened to $73.02. Cash $20.46 — no buy capacity, every entry branch hard-stopped. 90-day cutoff: VRDN day 20 of 90, VERA day 6 of 90, neither near. Gap-down owned and discharged by the 09:39 ET fire, not re-claimed. News scan clean — nothing newer than 2026-08-24 (VERA) / 2026-08-07 (VRDN), so the whole session remains unattributed price action. One inherited stale LABEL was corrected: the header’s PT half read “10:09 PT” against a 13:39 ET stamp (13:39 ET is 10:39 PT) — it had not advanced when ET did, a defect carrying no wrong digit and therefore invisible to every value-based guard.
2026-09-02 17:39 UTC — Monitor run, REGULAR SESSION OPEN (~13:39 ET Wednesday, the TENTH fire of 2026-09-02 and the NINTH IN-HOURS fire, run-1739utc-0902), 249 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 52nd CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 52 is the prior fire’s 51 PLUS THIS FIRE, derived from the label and NOT independently recounted — trades.log contains a known duplicated "41st", so the running total remains disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE REBOUND STALLED AND PARTLY REVERSED: VERA $34.49 — $34.44 (+0.614% on the day, green for a fourth straight window; −0.615% vs cost, −$17.05, back off last window’s narrowest deficit) and VRDN $22.64 — $22.565 (−2.019% on the day, +2.568% vs cost, +$83.06), portfolio $6,092.715, −$15.03 off the prior fire, re-widening the day to −$51.56 / −0.839% against yesterday’s settled $6,144.27. BOTH LEGS FELL AND NEITHER SUPPLIED THE WHOLE MOVE (VRDN −$11.03 / 73.4% and VERA −$4.00 / 26.6% of the −$15.03) — this ENDS the three-window run of single-leg dominance rather than extending it. VRDN is back within $0.055 of the $22.51 session low; VERA gave up its highest print since the 10:39 ET window. VRDN remains the SOLE source of the day’s loss (−$68.35 against VERA’s +$16.80). COMPUTED, NOT ASSERTED: $6,092.715 is the 7th highest of today’s ten readings — NOT a session high and NOT a session low — sitting $231.65 under the 09:39 ET high $6,324.36, $26.05 under the 09:09 ET premarket $6,118.76, and $41.40 above the 11:39 ET low $6,051.32. Rank recomputed programmatically from the daily array with this row’s own value substituted: 13th of 15 Phase 2 and 25th of 46 overall, HELD at both for a FIFTH consecutive fire, still the third-lowest Phase 2 mark. get_portfolio agreed TO THE CENT on both fields (equity $6,072.255, total $6,092.715), decomposing exactly as 80 · $34.44 = $2,755.20 and 147 · $22.565 = $3,317.055 — the third decimal is VRDN’s real half-cent print and is published unrounded. SAFETY MECHANICS ALL CLEAR: both stops ($25.50 VERA / $17.75 VRDN) confirmed, untriggered, cum_qty=0, sole live sell order per symbol with NO duplicate protective order, cushions NARROWED to 25.958% / 21.338%; floor headroom +$392.72 / +6.890% over $5,700; Phase 2 low cushion narrowed to $67.48 from $82.50. Stop last_transaction_at unchanged all session at 12:20:39Z / 12:21:00Z — today’s routine daily GTC re-confirmation, NOT a trigger and NOT a peer touch. BOTH TIER GAPS WIDENED, reversing the prior window’s narrowing: VRDN 12.432pp / $2.735 and VERA 15.615pp / $5.410 from their Tier-1 gates ($25.30 / $39.85). Tier audit re-run under the line-start-anchored exact form — all 8 gate tokens 0, four controls recomputed this fire (RUN_END 196 = 187 before today + today’s 9; STOP_PLACED 2; fabricated negative token 0; broker share counts 80 / 147 still the ORIGINAL fill sizes as the non-grep authority). The burned trailing-pipe form still returns 6 for TIER1_VRDN — unchanged this window but still false on a gate that has never fired. Cash $20.46 leaves NO buy capacity, so every entry/addition branch hard-stops on the cap check. NEWS CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the decline, the rebound AND the stall all remain unattributed price action. The gap-down test was owned and discharged by the 09:39 ET fire and is not re-claimed. TWO STALE-LABEL DEFECTS INHERITED FROM THE PRIOR FIRE WERE CORRECTED HERE: the gap-down entry carried an 11:09 ET time label against 13:09 ET values, and the 90-day entry published +2.318% / −0.658% leg moves that matched no denominator in use on this page (correct vs-cost figures are +2.568% / −0.615%). The PROVISIONAL 2026-09-02 row in pnl-history.json was SUPERSEDED IN PLACE (row count unchanged at 46) and must be superseded again by a post-close fire.
2026-09-02 17:09 UTC — Monitor run, REGULAR SESSION OPEN (~13:09 ET Wednesday, the NINTH fire of 2026-09-02 and the EIGHTH IN-HOURS fire, run-1709utc-0902), 219 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 51st CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 51 is the prior fire’s 50 PLUS THIS FIRE, derived from the label and NOT independently recounted — trades.log contains a known duplicated "41st", so the running total remains disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE REBOUND RESUMED AND BROADENED: VERA $34.425 — $34.49 (+0.760% on the day, green for a third straight window; −0.471% vs cost, −$13.05, its narrowest deficit of the session) and VRDN $22.51 — $22.64 (−1.693% on the day, +2.909% vs cost, +$94.08), portfolio $6,107.74, +$24.31 off the prior fire, narrowing the day to −$36.53 / −0.595% against yesterday’s settled $6,144.27. THE ADVANCE IS ALMOST ENTIRELY VRDN (+$19.11 of +$24.31 against VERA’s +$5.20) — the THIRD CONSECUTIVE WINDOW in which one leg supplies nearly the whole move, with the leg ALTERNATING (VERA 12:09, VRDN 12:39, VRDN 13:09). VRDN lifted off the $22.51 session low it set last window; VERA set its highest print since the 10:39 ET window. VRDN remains the SOLE source of the day’s loss (−$57.33 against VERA’s +$20.80). COMPUTED, NOT ASSERTED: $6,107.74 is the 5th highest of today’s nine readings and the best since the 10:39 ET $6,141.57, but it is NOT a session high and NOT a session low — it sits $216.62 under the 09:39 ET high $6,324.36 and $11.02 under the 09:09 ET premarket $6,118.76, above the 11:39 ET low $6,051.32. Rank recomputed programmatically from the daily array with this row’s own value substituted: 13th of 15 Phase 2 and 25th of 46 overall, HELD at both for a FOURTH consecutive fire, still the third-lowest Phase 2 mark. get_portfolio agreed TO THE CENT on both fields (equity $6,087.28, total $6,107.74), decomposing exactly as 80 · $34.49 = $2,759.20 and 147 · $22.64 = $3,328.08. SAFETY MECHANICS ALL CLEAR: both stops ($25.50 VERA / $17.75 VRDN) confirmed, untriggered, cum_qty=0, sole live sell order per symbol with NO duplicate protective order, cushions WIDENED to 26.066% / 21.599%; floor headroom +$407.74 / +7.153% over $5,700; Phase 2 low cushion widened to $82.50 from $58.19. Stop last_transaction_at unchanged all session at 12:20:39Z / 12:21:00Z — today’s routine daily GTC re-confirmation, NOT a trigger and NOT a peer touch. BOTH TIER GAPS NARROWED, reversing the prior window’s widening: VRDN 12.091pp / $2.66 and VERA 15.471pp / $5.36 from their Tier-1 gates ($25.30 / $39.85). Tier audit re-run under the line-start-anchored exact form — all 8 gate tokens 0, four controls recomputed this fire (RUN_END 195 = 187 before today + today’s 8; STOP_PLACED 2; fabricated negative token 0; broker share counts 80 / 147 still the ORIGINAL fill sizes as the non-grep authority). The burned trailing-pipe form now returns 6 for TIER1_VRDN, up from 4, confirming that trap is still live and growing. Cash $20.46 leaves NO buy capacity, so every entry/addition branch hard-stops on the cap check. NEWS CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the session’s decline AND rebound both remain unattributed price action. The gap-down test was owned and discharged by the 09:39 ET fire and is not re-claimed. The PROVISIONAL 2026-09-02 row in pnl-history.json was SUPERSEDED IN PLACE (row count unchanged at 46) and must be superseded again by a post-close fire.
2026-09-02 16:39 UTC — Monitor run, REGULAR SESSION OPEN (~12:39 ET Wednesday, the EIGHTH fire of 2026-09-02 and the SEVENTH IN-HOURS fire, run-1639utc-0902), 189 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 50th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 50 is the prior fire’s 49 PLUS THIS FIRE, derived from the label and NOT independently recounted — trades.log contains a known duplicated "41st", so the running total remains disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE ONE-WINDOW REBOUND PARTLY REVERSED: VERA $34.43 — $34.425 (essentially unmoved, +0.570% on the day; −0.658% vs cost, −$18.25) and VRDN $22.59 — $22.51 (−2.258% on the day, +2.318% vs cost, +$74.97). Portfolio $6,083.43, −$12.16 off the prior fire (VRDN −$11.76, VERA −$0.40 — the exact mirror of the prior window, which was almost entirely VERA), re-widening the day from −$48.68 / −0.792% to −$60.84 / −0.990% against yesterday’s settled $6,144.27; combined unrealized +$68.88 — +$56.72. AT $22.51 VRDN SET THE LOWEST PRINT OF ITS SESSION (computed from today’s series $23.70 / $23.16 / $22.93 / $22.62 / $22.58 / $22.59 / $22.51); VERA’s $34.425 is NOT a session low — the 11:39 ET $33.895 stands. This portfolio mark is the SECOND-LOWEST of the day, above only the 11:39 ET $6,051.32, and sits $240.93 under the 09:39 ET high of $6,324.36 and $35.33 below the 09:09 ET premarket $6,118.76. VRDN REMAINS THE SOLE SOURCE OF THE DAY’S LOSS (−$76.44 against VERA’s +$15.60). get_portfolio agreed TO THE CENT on BOTH fields (equity $6,062.97, total $6,083.43), decomposing exactly as 80 · $34.425 = $2,754.00 and 147 · $22.51 = $3,308.97. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps WIDENED again after their single-window narrowing, to VRDN 12.682pp / $2.79 (from 12.318pp / $2.71) and VERA 15.658pp / $5.43 (from 15.644pp / $5.42), neither Tier-1 gate ($25.30 / $39.85) reached; the two gaps use DIFFERENT denominators (dollar gap off price, pp gap off cost basis). FLOOR: +$383.43 / +6.727% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) is $58.19. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions 25.926% (VERA) and 21.146% (VRDN, the tightest of its session). Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 194 — 187 before today plus the 7 fires already logged today — STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row EXCLUDED: 13th of 15 Phase 2 and 25th of 46 overall, BOTH UNCHANGED for a THIRD consecutive fire — still the THIRD-LOWEST Phase 2 mark, above only 08-14’s $6,038.47 and 08-13’s $6,025.24, and explicitly NOT a high and NOT a low (Phase 2 high $6,457.42 on 08-19, Phase 2 low $6,025.24 on 08-13, all-time high $6,734.34 on 07-07). Time cutoff not reached (day 20 of 90 VRDN, day 6 of 90 VERA); entry/addition/re-entry hard-stopped on the $20.46 cash check, unsettled_funds 0. News re-scanned LIVE and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the whole session remains unattributed price action. STALENESS CORRECTION THIS FIRE: the Phase 2 trigger-status list (floor, both stop cushions, tier gaps, 90-day, session state) and the VRDN fill-status line had been left at the 11:09 ET reading by the THREE fires that followed it, and the footer meta line at the 11:39 ET reading by TWO fires — all were re-based here and the correction is disclosed rather than silently patched. The PROVISIONAL 2026-09-02 intraday-snapshot row in pnl-history.json was SUPERSEDED IN PLACE by this fire (row count unchanged at 46); it is still NOT a close and must be superseded again by a post-close fire.
2026-09-02 16:09 UTC — Monitor run, REGULAR SESSION OPEN (~12:09 ET Wednesday, the SEVENTH fire of 2026-09-02 and the SIXTH IN-HOURS fire, run-1609utc-0902), 159 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 49th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 49 is the prior fire’s 48 PLUS THIS FIRE, derived from the label and NOT independently recounted — trades.log contains a known duplicated "41st", so the running total remains disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE FOUR-WINDOW SLIDE BROKE: VERA $33.895 — $34.43 (+0.584% on the day, green again after two red windows; −0.644% vs cost, −$17.85) and VRDN $22.58 — $22.59 (−1.911% on the day, +2.682% vs cost, +$86.73). Portfolio $6,095.59, +$44.27 off the prior fire (VERA +$42.80, VRDN +$1.47), lifting the day from −$92.95 / −1.513% to −$48.68 / −0.792% against yesterday’s settled $6,144.27; combined unrealized +$24.61 — +$68.88. THIS IS NO LONGER THE DAY’S LOWEST MARK — that stays the prior fire’s $6,051.32 — but it is still below the 09:09 ET premarket $6,118.76 and $228.77 under the 09:39 ET high of $6,324.36. VRDN IS NOW THE SOLE SOURCE OF THE DAY’S LOSS (−$64.68 against VERA’s +$16.00). get_portfolio agreed TO THE CENT on BOTH fields (equity $6,075.13, total $6,095.59), decomposing exactly as 80 · $34.43 = $2,754.40 and 147 · $22.59 = $3,320.73. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps NARROWED for the first time after four straight widenings, to VRDN 12.318pp / $2.71 (from 12.364pp / $2.72) and VERA 15.644pp / $5.42 (from 17.188pp / $5.96), neither Tier-1 gate ($25.30 / $39.85) reached; the two gaps use DIFFERENT denominators (dollar gap off price, pp gap off cost basis). FLOOR: +$395.59 / +6.490% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) widened back to $70.35 from the session’s tightest $26.08. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions WIDENED to 25.937% (VERA) and 21.425% (VRDN). Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 193 — 187 before today plus the 6 fires already logged today — STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row EXCLUDED: 13th of 15 Phase 2 and 25th of 46 overall, BOTH UNCHANGED for a second consecutive fire — still the THIRD-LOWEST Phase 2 mark, above only 08-14’s $6,038.47 and 08-13’s $6,025.24, and explicitly NOT a high and NOT a low (Phase 2 high $6,457.42 on 08-19, Phase 2 low $6,025.24 on 08-13, all-time high $6,734.34 on 07-07). Time cutoff not reached (day 20 of 90 VRDN, day 6 of 90 VERA); entry/addition/re-entry hard-stopped on the $20.46 cash check, unsettled_funds 0. News re-scanned LIVE and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the whole session remains unattributed price action. The PROVISIONAL 2026-09-02 intraday-snapshot row in pnl-history.json was SUPERSEDED IN PLACE by this fire (row count unchanged at 46); it is still NOT a close and must be superseded again by a post-close fire.
2026-09-02 15:39 UTC — Monitor run, REGULAR SESSION OPEN (~11:39 ET Wednesday, the SIXTH fire of 2026-09-02 and the FIFTH IN-HOURS fire, run-1539utc-0902), 129 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 48th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 48 is DERIVED from the prior fire’s label plus this fire, not independently recounted — trades.log contains a known duplicated "41st", so the running total is disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE REVERSAL EXTENDED INTO A FOURTH WINDOW BUT DECELERATED: VERA $34.11 — $33.895 (−0.979% on the day, deepening from −0.351%; −2.188% vs cost, −$60.65) and VRDN $22.62 — $22.58 (−1.954% on the day, +2.636% vs cost, +$85.26). Portfolio $6,051.32, −$23.08 off the prior fire (VERA −$17.20, VRDN −$5.88), carrying the day from −$69.87 / −1.137% down to −$92.95 / −1.513% against yesterday’s settled $6,144.27; combined unrealized +$47.69 — +$24.61. THIS IS THE LOWEST MARK OF ANY OF TODAY’S SIX FIRES, below the prior fire’s $6,074.40 and the 09:09 ET premarket $6,118.76, and $273.04 under the 09:39 ET high of $6,324.36. THIS WINDOW’S −$23.08 IS THE SHALLOWEST OF THE THREE DECLINE WINDOWS (−$53.81, −$67.17, −$23.08), so the slide extended but slowed. get_portfolio agreed TO THE CENT on BOTH fields (equity $6,030.86, total $6,051.32), decomposing exactly as 80 · $33.895 = $2,711.60 and 147 · $22.58 = $3,319.26. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps WIDENED a fourth consecutive window to VRDN 12.364pp / $2.72 (from 12.182pp / $2.68) and VERA 17.188pp / $5.96 (from 16.567pp / $5.74), neither Tier-1 gate ($25.30 / $39.85) reached; the two gaps use DIFFERENT denominators (dollar gap off price, pp gap off cost basis). FLOOR: +$351.32 / +5.806% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) narrowed again to $26.08, the session’s tightest. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions narrowed again to 24.768% (VERA) and 21.391% (VRDN). Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 192 — 187 before today plus the 5 fires already logged today — STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row excluded: 13th of 15 Phase 2 and 25th of 46 overall, BOTH UNCHANGED from the prior fire, still the third-lowest Phase 2 mark on record, above only 08-14 ($6,038.47) and 08-13 ($6,025.24). Explicitly NOT a high and NOT a low: the Phase 2 high remains $6,457.42 (08-19) and the Phase 2 low $6,025.24 (08-13); the all-time high is $6,734.34 (07-07). News re-scanned live and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the whole session — open, reversal and overshoot alike — has no identifiable catalyst and is recorded as unattributed price action. THE PROVISIONAL 2026-09-02 INTRADAY-SNAPSHOT ROW WAS SUPERSEDED IN PLACE in pnl-history.json (row count unchanged at 46), still not a close. 90-day: VRDN day 20, VERA day 6. Entry/addition branches hard-stopped on $20.46 buying power against a fully deployed book.
2026-09-02 15:09 UTC — Monitor run, REGULAR SESSION OPEN (~11:09 ET Wednesday, the FIFTH fire of 2026-09-02 and the FOURTH IN-HOURS fire, run-1509utc-0902), 99 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 47th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 47 is DERIVED from the prior fire’s label plus this fire, not independently recounted — trades.log contains a known duplicated "41st", so the running total is disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE REVERSAL EXTENDED INTO A THIRD WINDOW AND BOTH LEGS ARE NOW RED ON THE DAY: VERA $34.38 → $34.11 (−0.351% on the day — NEGATIVE for the first time today, −1.567% vs cost, −$43.45) and VRDN $22.93 → $22.62 (−1.780% on the day, +2.818% vs cost, +$91.14). Portfolio $6,074.40, −$67.17 off the prior fire (VERA −$21.60, VRDN −$45.57), carrying the day from −$2.70 / −0.044% down to −$69.87 / −1.137% against yesterday’s settled $6,144.27; combined unrealized +$114.86 → +$47.69. THIS IS THE LOWEST MARK OF ANY OF TODAY’S FIVE FIRES, below even the 09:09 ET premarket $6,118.76, and $249.96 under the 09:39 ET high of $6,324.36. get_portfolio agreed TO THE CENT on BOTH fields (equity $6,053.94, total $6,074.40), decomposing exactly as 80 · $34.11 = $2,728.80 and 147 · $22.62 = $3,325.14. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps WIDENED a third consecutive window to VRDN 12.182pp / $2.68 (from 10.773pp / $2.37) and VERA 16.567pp / $5.74 (from 15.788pp / $5.47), neither Tier-1 gate ($25.30 / $39.85) reached. FLOOR: +$374.40 / +6.568% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) narrowed to $49.16, the session’s tightest by a wide margin. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions narrowed again to 25.242% (VERA) and 21.530% (VRDN), both BELOW yesterday’s readings. Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 191 — 187 before today plus the 4 fires already logged today — STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row excluded: 13th of 15 Phase 2 (UNCHANGED) and 25th of 46 overall — one place worse than the prior fire’s 24th, still the third-lowest Phase 2 mark on record, above only 08-14 ($6,038.47) and 08-13 ($6,025.24). Explicitly NOT a high and NOT a low: the Phase 2 high remains $6,457.42 (08-19) and the Phase 2 low $6,025.24 (08-13); the all-time high is $6,734.34 (07-07). News re-scanned live and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the whole session — open, reversal and overshoot alike — has no identifiable catalyst and is recorded as unattributed price action. THE PROVISIONAL 2026-09-02 INTRADAY-SNAPSHOT ROW WAS SUPERSEDED IN PLACE in pnl-history.json (row count unchanged at 46), still not a close. 90-day: VRDN day 20, VERA day 6. Entry/addition branches hard-stopped on $20.46 buying power against a fully deployed book.
2026-09-02 14:39 UTC — Monitor run, REGULAR SESSION OPEN (~10:39 ET Wednesday, the FOURTH fire of 2026-09-02 and the THIRD IN-HOURS fire, run-1439utc-0902), 69 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 46th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 46 is DERIVED from the prior fire’s label plus this fire, not independently recounted — trades.log contains a known duplicated "41st", so the running total is disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE OPENING SPIKE HAS NOW FULLY ROUND-TRIPPED AND THE DAY HAS TURNED RED: VERA $34.63 → $34.38 (+0.438% on the day, −0.788% vs cost, −$21.85) and VRDN $23.16 → $22.93 (−0.434% on the day — NEGATIVE for the first time today, +4.227% vs cost, +$136.71). Portfolio $6,141.57, −$53.81 off the prior fire (VERA −$20.00, VRDN −$33.81), carrying the day from +$51.11 / +0.832% down to −$2.70 / −0.044% against yesterday’s settled $6,144.27; combined unrealized +$168.67 → +$114.86. THE ENTIRE +$180.09 OPENING ADVANCE IS GONE — the mark sits $182.79 below the 09:39 ET high of $6,324.36. get_portfolio agreed TO THE CENT on BOTH fields (equity $6,121.11, total $6,141.57), decomposing exactly as 80 · $34.38 = $2,750.40 and 147 · $22.93 = $3,370.71. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps WIDENED a second consecutive window to VRDN 10.773pp / $2.37 (from 9.727pp / $2.14) and VERA 15.788pp / $5.47 (from 15.067pp / $5.22), neither Tier-1 gate ($25.30 / $39.85) reached. FLOOR: +$441.57 / +7.747% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) narrowed to $116.33, the session’s tightest. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions narrowed to 25.829% (VERA) and 22.590% (VRDN), both now BELOW yesterday’s readings. Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 190 — decomposed as 187 before today plus 3 today, correcting the prior fire’s understated 189 — STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row excluded: 13th of 15 Phase 2 and 24th of 46 overall — FOUR and FIVE places WORSE than the prior fire’s 9th/19th, and now the third-lowest Phase 2 mark on record, above only 08-14 ($6,038.47) and 08-13 ($6,025.24). Explicitly NOT a high and NOT a low: the Phase 2 high remains $6,457.42 (08-19) and the Phase 2 low $6,025.24 (08-13); the all-time high is $6,734.34 (07-07). News re-scanned live and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the full round trip — open and reversal alike — has no identifiable catalyst and is recorded as unattributed price action. THE PROVISIONAL 2026-09-02 INTRADAY-SNAPSHOT ROW WAS SUPERSEDED IN PLACE in pnl-history.json (row count unchanged at 46), still not a close. 90-day: VRDN day 20, VERA day 6. Entry/addition branches hard-stopped on $20.46 buying power against a fully deployed book.
2026-09-02 14:09 UTC — Monitor run, REGULAR SESSION OPEN (~10:09 ET Wednesday, the THIRD fire of 2026-09-02 and the SECOND IN-HOURS fire, run-1409utc-0902), 39 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 45th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 45 is DERIVED from the prior fire’s label plus this fire, not independently recounted — trades.log contains a known duplicated "41st", so the running total is disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE OPENING SPIKE GAVE BACK MOST OF ITS GAIN IN ONE WINDOW: VERA $35.25 → $34.63 (+1.169% on the day, −0.067% vs cost, −$1.85 — back BELOW cost basis) and VRDN $23.70 → $23.16 (+0.564% on the day, +5.273% vs cost, +$170.52). Portfolio $6,195.38, −$128.98 off the prior fire (VERA supplied −$49.60 and VRDN −$79.38), carrying the day from +$180.09 / +2.931% down to +$51.11 / +0.832% against yesterday’s settled $6,144.27; combined unrealized +$297.65 → +$168.67. The day remains POSITIVE on both legs. get_portfolio agreed TO THE CENT on BOTH fields (equity $6,174.92, total $6,195.38), decomposing exactly as 80 · $34.63 = $2,770.40 and 147 · $23.16 = $3,404.52. THE GAP-DOWN TEST IS NOT OWNED BY THIS FIRE — the 09:39 ET fire owned and discharged it clean, and this fire explicitly declines to re-claim it. NO GATE CROSSED: tier gaps WIDENED back out to VRDN 9.727pp / $2.14 (from 7.273pp / $1.60) and VERA 15.067pp / $5.22 (from 13.274pp / $4.60), neither Tier-1 gate ($25.30 / $39.85) reached. FLOOR: +$495.38 / +8.691% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) narrowed to $170.14. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions narrowed to 26.36% (VERA) and 23.36% (VRDN). Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 189, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row excluded: 9th of 15 Phase 2 and 19th of 46 overall — THREE and FOUR places WORSE than the prior fire’s 6th/15th. Explicitly NOT a high and NOT a low: the Phase 2 high remains $6,457.42 (08-19) and the Phase 2 low $6,025.24 (08-13); the all-time high is $6,734.34 (07-07). News re-scanned live and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so neither the open nor the give-back has an identifiable catalyst and both are recorded as unattributed price action. THE PROVISIONAL 2026-09-02 INTRADAY-SNAPSHOT ROW WAS SUPERSEDED IN PLACE in pnl-history.json (row count unchanged at 46), still not a close. 90-day: VRDN day 20, VERA day 6. Entry/addition branches hard-stopped on $20.46 buying power against a fully deployed book.
2026-09-02 13:39 UTC — Monitor run, REGULAR SESSION OPEN (~09:39 ET Wednesday, the SECOND fire of 2026-09-02 and the FIRST IN-HOURS fire, run-1339utc-0902), 9 minutes past the 09:30 bell. ORCHESTRATOR-FALLBACK, 44th CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the Robinhood MCP is healthy (all six read tools returned this fire); rulebook applied inline. The 44 is DERIVED from the prior fire’s label plus this fire, not independently recounted — trades.log contains a known duplicated "41st", so the running total is disclosed as unverified. HOLD / HOLD, zero orders placed, cancelled, modified or filled. BOTH LEGS OPENED SHARPLY HIGHER AND THE PORTFOLIO POSTED ITS BIGGEST ONE-DAY ADVANCE OF THE PHASE 2 ERA: VERA $34.23 → $35.25 (+2.980% on the day, +1.723% vs cost, +$47.75 — back above cost basis) and VRDN $23.03 → $23.70 (+2.909% on the day, +7.727% vs cost, +$249.90). Portfolio $6,324.36, +$180.09 / +2.931% against yesterday’s settled $6,144.27, combined unrealized +$117.56 → +$297.65. get_portfolio agreed TO THE CENT on BOTH fields (equity $6,303.90, total $6,324.36), decomposing exactly as 80 · $35.25 = $2,820.00 and 147 · $23.70 = $3,483.90. THE GAP-DOWN TEST FOR 2026-09-02 IS OWNED BY THIS FIRE AND DISCHARGED CLEAN — it is the first fire at or after 09:30 ET, the premarket fire correctly declined to claim it, and both legs gapped UP, the opposite sign to the >12% gate. NO GATE CROSSED DESPITE THE SIZE OF THE MOVE: tier gaps narrowed sharply to VRDN 7.273pp / $1.60 (from 10.318pp / $2.27) and VERA 13.274pp / $4.60 (from 16.221pp / $5.62), but neither Tier-1 gate ($25.30 / $39.85) was reached; gated on LIVE REGULAR in-hours prints, a valid source, unlike the premarket prints the earlier fire refused. FLOOR: +$624.36 / +10.954% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) widened to $299.12. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED from the premarket fire at 12:20:39Z / 12:21:00Z, today’s routine daily GTC re-confirmation and NOT a trigger or peer touch. Stop cushions widened to 27.66% (VERA) and 25.11% (VRDN). Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 188, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank computed PROGRAMMATICALLY with the self row excluded: 6th of 15 Phase 2 and 15th of 46 overall — a jump of SIX and EIGHT places from the prior fire’s 12th/23rd, and the best Phase 2 mark since 2026-08-26. Explicitly NOT a new high: 08-19’s $6,457.42 stands, and 08-20 ($6,328.06), 08-21 ($6,333.94), 08-25 ($6,347.17) and 08-26 ($6,358.93) all remain above — the all-time high is $6,734.34 (07-07). News re-scanned live and CLEAN on both names (newest VERA 2026-08-24, newest VRDN 2026-08-07), so the ~3% move on both legs has NO identifiable catalyst and is recorded as unattributed price action, not narrated as news-driven. A PROVISIONAL 2026-09-02 INTRADAY-SNAPSHOT ROW WAS WRITTEN to pnl-history.json (45 → 46 rows), explicitly not a close and to be superseded in place post-close. 90-day: VRDN day 20, VERA day 6. Entry/addition branches hard-stopped on $20.46 buying power against a fully deployed book.
2026-09-02 13:09 UTC — Monitor run, market CLOSED — PREMARKET (~09:09 ET Wednesday, the FIRST fire of 2026-09-02, run-1309utc-0902), 21 minutes before the 09:30 open. ORCHESTRATOR-FALLBACK, 43rd CONSECUTIVE fire — robinhood-plan1-trader is still absent from the registered-agent roster while the rulebook (57,792 bytes) and the Robinhood MCP are both healthy; rulebook applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THIS FIRE’S WHOLE VALUE WAS SETTLING YESTERDAY’S ROW — AND THE SETTLE PROVED THE PUBLISHED CLOSE WRONG. get_equity_quotes .close now returns date=2026-09-01 for both names (source=sip-list-exchange-close, interpolated=false): VERA $34.23, VRDN $23.03. The two post-close fires had published $34.24 / $23.05 / $6,148.01. Corrected everywhere to $34.23 / $23.03 / $6,144.27, unrealized +$121.30 → +$117.56, and the day −$3.37 / −0.055% → −$7.11 / −0.116% versus Monday’s settled $6,151.38 — the settle roughly DOUBLED the recorded loss. ROOT CAUSE IS THE CLOSE-SOURCING RULE, AND IT IS NOW TWO-FOR-TWO WRONG: both post-close fires deliberately REJECTED the 20:00:03.933Z / 20:00:04.003Z prints of $34.23 / $23.03 as "after-hours" and preferred the last REGULAR prints — but those rejected prints ARE the closing auction, which crosses seconds after the 20:00:00Z bell and carries a non-regular tag in this feed. The identical error occurred on 2026-08-31 (published $34.10 / $23.145; broker marked $34.08 / $23.16; settled $34.08 / $23.16). OPEN FLAG (47) IS THEREFORE RESOLVED AGAINST THIS PAGE: get_portfolio.equity_value $6,123.81 was the CORRECT settled equity all along, not a broker disagreement — the page’s $6,127.55 was the error. Guidance recorded for future post-close fires: treat the immediately-post-bell non-regular print as the BEST ESTIMATE of the close, still labelled PROVISIONAL until .close publishes. OPEN FLAG (6) is confirmed rather than closed: the settle arrived on the FOLLOWING session, so no post-close fire can ever settle its own day. Structure re-verified on a fresh UNFILTERED pull (15 orders returned, neither state= nor created_at_gte used): exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147. Both stops’ last_transaction_at ROLLED to 2026-09-02T12:20:39Z / 12:21:00Z — the routine daily GTC re-confirmation, an INTRADAY-only invariant, NOT a trigger and NOT a peer touch. Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 187, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still the original fill sizes). Rank recomputed PROGRAMMATICALLY with the self row excluded: 12th of 14 Phase 2 and 23rd of 45 overall — UNCHANGED by the settle, since $6,144.27 and the provisional $6,148.01 both fall in the same interval below 08-28’s $6,148.42. Not a high and not a low; Phase 2 high $6,457.42 (08-19), low $6,025.24 (08-13). News re-scanned live and CLEAN — newest VERA item 2026-08-24, newest VRDN 2026-08-07, nothing dated 2026-09-01 or 2026-09-02. NO 2026-09-02 ROW WAS WRITTEN (45 rows, still ending 09-01): today has no close, and the only 09-02 prints are premarket — VERA $34.15, VRDN $22.90, portfolio $6,118.76 — which are indicative and by standing rule never gate a tier. Floor checked on BOTH marks: +$444.27 / +7.794% settled and +$418.76 / +7.347% premarket, NO BREACH either way. 90-day: VRDN day 20, VERA day 6. Gap-down NOT owned by this fire (premarket); entry branches hard-stopped on $20.46 buying power.
2026-09-01 20:38 UTC — Monitor run, regular session CLOSED (~16:38 ET Tuesday, THIRTEENTH fire of the day and the SECOND POST-CLOSE fire, run-2038utc-0901). ORCHESTRATOR-FALLBACK, 42nd CONSECUTIVE fire — robinhood-plan1-trader still absent from the registered-agent roster (the Agent tool enumerated the 11 types it does have and this is not one of them) while the rulebook and the Robinhood MCP are both healthy; rulebook applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. A CONFIRMATION FIRE: EVERY PUBLISHED FIGURE IS IDENTICAL TO THE 16:08 ET PASS, AND THAT IS THE CORRECT RESULT — a closed session generates no new regular prints, so VERA $34.24 and VRDN $23.05 (portfolio $6,148.01, unrealized +$121.30, day −$3.37 / −0.055%) were RE-DERIVED from a fresh API pull rather than carried forward. Both venue_last_trade_time values are identical to the prior pull (19:59:59.572Z / 19:59:58.277Z), which is the evidence that separates a correct unchanged leg from a stale one. OPEN FLAG (6) RE-CONFIRMED AT A LONGER HORIZON: .close STILL returns 2026-08-31 a full 38 minutes after the bell — the same-day close does not lag by minutes but past the whole post-close window — so the row stays PROVISIONAL for the next session to settle. Open flag (47) DISAGREEMENT held a SECOND consecutive fire: get_portfolio.equity_value $6,123.81 vs the page’s $6,127.55, the $3.74 decomposing exactly as 80 · $0.01 + 147 · $0.02 because the broker marks both legs after-hours. FLOOR: +$448.01 / +7.860% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) $122.77. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at unchanged at 12:24:45.945Z / 12:22:24.187Z. Tier audit 0 of 8 line-anchored, four controls RECOMPUTED not inherited (RUN_END 186 — the prior fire’s 185 plus its own appended block, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 still at the original fill sizes). Rank recomputed PROGRAMMATICALLY with the self row excluded: 12th of 14 Phase 2 and 23rd of 45 overall — UNCHANGED from the prior fire, as identical values require. Not a high and not a low; Phase 2 high $6,457.42 (08-19), low $6,025.24. News re-scanned live and CLEAN — newest VERA item 2026-08-24, newest VRDN 2026-08-07, nothing dated 2026-09-01. Tiers (VRDN 10.227pp / $2.25, VERA 16.192pp / $5.61), trailing (never armed), floor, 90-day (VRDN day 19, VERA day 5) and gap-down all evaluated; entry branches hard-stopped on $20.46 buying power.
2026-09-01 20:08 UTC — Monitor run, regular session CLOSED (~16:08 ET Tuesday, TWELFTH fire of the day and the FIRST POST-CLOSE fire, run-2008utc-0901). ORCHESTRATOR-FALLBACK, 41st CONSECUTIVE fire — robinhood-plan1-trader still absent from the registered-agent roster while the rulebook and the Robinhood MCP are both healthy; rulebook applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. SESSION SETTLED PROVISIONALLY: VERA $34.25 → $34.24 (+0.469% on the day, −1.192% vs cost, −$33.05) and VRDN $23.06 → $23.05 (−0.475% on the day, +4.773% vs cost, +$154.35) — each leg shed exactly one cent into the bell. Portfolio $6,148.01, −$2.27 off the prior fire, carrying the day from −$1.10 to −$3.37 / −0.055%. The close is NEITHER the day’s high ($6,160.29 at 13:39 ET) NOR its low ($6,137.72 at 14:39 ET). THE AFTER-HOURS MARKS WERE REJECTED AS THE CLOSE SOURCE: last_non_reg was VERA $34.23 / VRDN $23.03, and get_portfolio.equity_value $6,123.81 reconciles EXACTLY to 80 · $34.23 + 147 · $23.03 — the broker marks BOTH legs after-hours post-close, so get_portfolio does NOT agree to the cent this fire, ENDING the five-fire agreement streak. That disagreement is expected post-close, not a defect. Row remains PROVISIONAL: .close still returns 2026-08-31 (open flag 6). FLOOR: +$448.01 / +7.860% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) $122.77. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at unchanged at 12:24:45Z / 12:22:24Z. Tier audit 0 of 8 line-anchored, with four controls (RUN_END 185, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 unchanged at the original fill sizes). Rank computed PROGRAMMATICALLY: 12th of 14 Phase 2 and 23rd of 45 overall, BOTH ONE PLACE WORSE than the prior fire’s 11th/22nd — the closing mark landed $0.41 below 2026-08-28’s $6,148.42. Not a high and not a low; the Phase 2 high remains $6,457.42 (08-19). News CLEAN on both names. Close reconciliation appended to the 2026-09-01 DAILY DIGEST rather than rewriting its frozen 15:35 ET figures.
2026-09-01 19:35 UTC — Monitor run, regular session OPEN (~15:35 ET Tuesday, ELEVENTH fire of the day and TENTH IN-HOURS fire, run-1935utc-0901). ORCHESTRATOR-FALLBACK, 40th CONSECUTIVE fire — robinhood-plan1-trader still absent from the registered-agent roster while the rulebook and the Robinhood MCP are both healthy; rulebook applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE TWO-WINDOW SLIDE REVERSED: VERA $34.24 → $34.25 (+0.499% on the day, −1.163% vs cost, −$32.25) and VRDN $22.98 → $23.06 (−0.432% on the day, +4.818% vs cost, +$155.82). Portfolio $6,150.28, +$12.56 off the prior fire, carrying the day from −$13.66 back to −$1.10 / −0.018%. VRDN supplied $11.76 of the $12.56. NEITHER a new intraday high ($6,160.29 at 13:39 ET) NOR a new low ($6,137.72 at 14:39 ET). get_portfolio agreed TO THE CENT on BOTH fields a FIFTH consecutive fire (equity $6,129.82, total $6,150.28), decomposing exactly as 80 · $34.25 = $2,740.00 and 147 · $23.06 = $3,389.82. FLOOR: +$450.28 / +7.900% headroom vs $5,700, NO BREACH; cushion over the Phase 2 low ($6,025.24, 08-13) WIDENED to $125.04. Structure re-verified on a fresh UNFILTERED pull: exactly two live orders and both are the protective stops (VERA $25.50 6a9050a3..., VRDN $17.75 6a7f2a6e...), cum_qty=0 on both, untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147. Tier audit 0 of 8 line-anchored, with four controls (RUN_END 184, STOP_PLACED 2, fabricated token 0, broker share counts 80/147 unchanged at the original fill sizes — the non-grep proof no tier ever fired); the burned delimited form drifted 4 → 6 again. Rank computed PROGRAMMATICALLY: 11th of 14 Phase 2 and 22nd of 45 overall, BOTH IMPROVED one place as the mark crossed back above 08-28’s $6,148.42. News CLEAN on both names. DAILY DIGEST for 2026-09-01 emitted with this fire (first fire at or after 15:30 ET), disclosing that only 8 of the day’s 11 fires published a comparable mark. TWO CORRECTIONS TO PRIOR WORK: the previous fire’s claim that each stop last_transaction_at "appears 11 times" is WRONG (true counts 10 and 7, never equal — an occurrence count is not an invariant); replaced with the sound assertion that NO THIRD DISTINCT VALUE exists (new flag 60). AND A DEFECT IN THIS FIRE’S OWN EDIT: the rewritten session card introduced an orphan </strong>, caught pre-publication by the tag-balance equality test (528 open vs 529 close) and fixed; every value check had passed over it.
2026-09-01 18:39 UTC — Monitor run, REGULAR SESSION OPEN (14:39 ET Tuesday, TENTH fire of the day and NINTH IN-HOURS fire, run-1839utc-0901). ORCHESTRATOR-FALLBACK for the 39th consecutive fire — the robinhood-plan1-trader agent type is still absent from the registered-agent roster, so the rulebook ran inline. Market-open proven from venue timestamps (VERA 18:38:38.382Z / VRDN 18:39:40.831Z, both state=active). BOTH LEGS FELL A SECOND CONSECUTIVE WINDOW AND THE SESSION MADE A NEW INTRADAY LOW: VERA $34.27→$34.24 (+0.469% on the day, still POSITIVE) and VRDN $23.05→$22.98 (−0.777%), portfolio $6,150.41→$6,137.72, −$12.69 intra-session and −$13.66 / −0.222% on the day, below the prior intraday low of $6,138.54. VRDN round-tripped exactly to its first in-hours mark. Floor headroom +$437.72 / +7.679%, NO BREACH. Rank 12th of 14 Phase 2 and 23rd of 45 overall, both slipped. Tier gaps widened together again (VERA 16.192pp / VRDN 10.545pp); zero tiers ever fired, RUN_END control recomputed to 183. Both stops confirmed and untriggered. DECISION HOLD / HOLD, zero orders touched.
2026-09-01 18:09 UTC — Monitor run, REGULAR SESSION OPEN (14:09 ET Tuesday, NINTH fire of the day and EIGHTH IN-HOURS fire, run-1809utc-0901). ORCHESTRATOR-FALLBACK for the 38th consecutive fire. Market-open proven from venue timestamps (VERA 18:08:06.192Z / VRDN 18:07:46.624Z). THE DAY’S GAIN WAS GIVEN BACK AND THE SESSION TURNED FRACTIONALLY NEGATIVE: VERA $34.32→$34.27 (+0.558%, still positive on the day) and VRDN $23.09→$23.05 (−0.475%), portfolio $6,160.29→$6,150.41, a −$9.88 give-back that carried the day from +$8.91 through zero to −$0.97 / −0.016% — the day’s first negative reading and its largest single-window move to that point. Floor headroom +$450.41, NO BREACH. Rank 11th of 14 and 22nd of 45, both slipped. Zero tiers ever fired (RUN_END control recomputed to 182). Both stops confirmed. DECISION HOLD / HOLD. Entry reconstructed from the run’s RUN_END record by the 18:39 UTC fire, which found this fire had not appended its own.
2026-09-01 17:39 UTC — Monitor run, REGULAR SESSION OPEN (13:39 ET Tuesday, EIGHTH fire of the day and SEVENTH IN-HOURS fire, run-1739utc-0901). ORCHESTRATOR-FALLBACK for the 37th consecutive fire. THE LEGS SPLIT AND THE DAY EXTENDED ITS GAIN: +$1.32 intra-session to +$8.91 / +0.145% on the day, portfolio $6,160.29 (VERA $34.32 / VRDN $23.09) — VERA positive a fifth straight fire (+0.704%) while VRDN widened to −0.302%; tier gaps DIVERGED. Floor headroom +$460.29 / +8.075%, NO BREACH. Rank 10th of 14 and 20th of 45, both unchanged; Phase 2 cushion widened to $135.05. Zero tiers ever fired (RUN_END control recomputed to 181 after the inherited 179 failed to reconcile). One real defect — a spurious closing </div> in that fire’s own edit — was caught pre-publication by the tag-balance equality test and fixed. DECISION HOLD / HOLD. Entry reconstructed from the run’s RUN_END record by the 18:39 UTC fire.
2026-09-01 17:09 UTC — Monitor run, REGULAR SESSION OPEN (13:09 ET Tuesday, SEVENTH fire of the day and SIXTH IN-HOURS fire, run-1709utc-0901). ORCHESTRATOR-FALLBACK for the 36th consecutive fire — the robinhood-plan1-trader agent type was re-probed and again returned “not found”, so the rulebook ran inline. Market-open proven from venue timestamps (VERA 17:08:35.719Z / VRDN 17:08:18.841Z, both state=active). BOTH LEGS ROSE AND THE DAY FLIPPED POSITIVE: VERA $34.14→$34.23 (+0.440% on the day, POSITIVE a fourth straight fire) and VRDN $23.04→$23.13 (−0.130%), portfolio $6,138.54→$6,158.97, +$20.43 intra-session and +$7.59 / +0.124% on the day versus Monday’s settled $6,151.38. get_portfolio AGREED TO THE CENT on both fields ($6,158.97 / $6,138.51), clearing the prior fire’s $5.88 divergence and giving open flag (47) a bounded three-state range. Rank computed programmatically: 10th of 14 Phase 2 and 20th of 45 overall, recovering two and three places; not a high, not a low, Phase 2 cushion widened to $133.73. Both stops confirmed, cum_qty=0, no duplicate, no pending buy, last_transaction_at unchanged (12:24:45Z / 12:22:24Z) — though this fire’s card said a FIFTH window while its RUN_END said a SIXTH, an internal disagreement the 17:39Z fire declined to carry forward. Zero tiers ever fired (line-anchored audit, four controls, RUN_END published as 179 — subsequently found on recount to be understated by one). News CLEAN, SIXTEENTH consecutive. Floor headroom +$458.97 / +8.052%, NO BREACH. Two defects in its own edits were caught pre-publication. HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-09-01 16:39 UTC — Monitor run, REGULAR SESSION OPEN (12:39 ET Tuesday, SIXTH fire of the day and FIFTH IN-HOURS fire, run-1639utc-0901). ORCHESTRATOR-FALLBACK for the 35th consecutive fire — the robinhood-plan1-trader agent type was re-probed and again returned “not found” (the error named the eleven registered types; the 658-line rulebook file is intact and the MCP healthy), so the rulebook ran inline. Market-open proven from venue timestamps (VERA 16:39:46.081Z / VRDN 16:37:00.640Z, both state=active). The two-fire split ENDED — both legs eased together: VERA $34.26→$34.14 (+0.176% on the day, POSITIVE for a third straight fire) and VRDN $23.06→$23.04 (−0.518%), portfolio $6,151.08→$6,138.54, −$12.54 intra-session and −$12.84 / −0.209% on the day versus Monday’s settled $6,151.38. get_portfolio DIVERGED BY $5.88 VIA A NEW MECHANISM: VERA reconciled to the cent while the whole residual sat on VRDN, which the broker marked at the $23.08 bid/ask MID rather than its 16:37:00Z last trade of $23.04 — a mark-source difference, not rounding, and a THIRD distinct behaviour for open flag (47). Rank computed programmatically: 12th of 14 Phase 2 and 23rd of 45 overall, each giving back the place recovered at the prior fire; not a high, not a low, Phase 2 low cushion NARROWED to $113.30. Both stops confirmed, cum_qty=0, no duplicate, no pending buy, last_transaction_at unchanged a FIFTH window. Zero tiers ever fired (line-anchored audit, four controls, RUN_END 179). News CLEAN, FIFTEENTH consecutive. Floor headroom +$438.54 / +7.694%, NO BREACH. HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-09-01 16:09 UTC — Monitor run, REGULAR SESSION OPEN (12:09 ET Tuesday, FIFTH fire of the day and FOURTH IN-HOURS fire, run-1609utc-0901). ORCHESTRATOR-FALLBACK for the 34th consecutive fire — the robinhood-plan1-trader agent type was re-probed and again returned “not found”, so the rulebook ran inline. Market-open proven from venue timestamps (VERA 16:06:55.216Z / VRDN 16:09:46.992Z, both state=active). The legs split a second consecutive fire with the ROLES REVERSED: VRDN recovered $22.98→$23.06 (−0.432% on the day) while VERA eased $34.305→$34.26 (+0.528%), portfolio $6,151.08, +$8.16 intra-session and just −$0.30 / −0.005% off Monday’s settled $6,151.38. get_portfolio matched the computed equity to the cent ($6,130.62) — the $0.735 skew of the prior fire did NOT recur, so in-hours agreement is confirmed as neither guaranteed nor forbidden. Structure: 2 live stops confirmed and untriggered, no duplicate, no pending buy; both last_transaction_at unchanged a FOURTH window. Tier audit 0/8 (controls 178/2/0, burned form 6). News clean, fourteenth consecutive. Floor headroom +$451.08 / +7.914%. Rank recomputed programmatically: 11th of 14 Phase 2, 22nd of 45 overall — each up one place. HOLD/HOLD, zero orders touched.
2026-09-01 15:39 UTC — Monitor run, REGULAR SESSION OPEN (11:39 ET Tuesday, FOURTH fire of the day and THIRD IN-HOURS fire, run-1539utc-0901). ORCHESTRATOR-FALLBACK (33rd CONSECUTIVE fire) — robinhood-plan1-trader subagent type again absent from the session agent registry while the rulebook file (658 lines) is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE LEGS SPLIT AND THE SOFT OPEN PARTLY REVERTED — VERA ALONE DID IT. VERA $33.86 → $34.305 (+$0.445) turning POSITIVE on the day (+0.660% vs Monday’s settled $34.08), while VRDN $22.99 → $22.98 (−$0.010) extended its decline (−0.777%). Portfolio $6,142.92, +$34.13 from the 10:08 ET fire — the first intra-session recovery of the day — and −$8.46 / −0.138% on the day. VERA 80sh −1.005% vs cost (−$27.85); VRDN 147sh +4.455% vs cost (+$144.06). BROKER MARK DIVERGED THIS FIRE AND THE GAP IS FULLY DECOMPOSED: get_portfolio returned equity_value $6,121.725 / total_value $6,142.185 against the computed $6,122.46 / $6,142.92 — a constant $0.735, exactly 147 × $0.005, because the broker marks VRDN at $22.975 versus the quote last-trade $22.980 while VERA agrees to the cent. This BREAKS the to-the-cent agreement recorded at both earlier fires today, so in-hours reconciliation is a frequent behaviour and NOT an invariant; the divergence is published rather than discarded. FLOOR: +$442.92 / +7.771% headroom vs $5,700 — NO BREACH, WIDENED $34.13 from the prior fire. Both stops re-verified via a fresh UNFILTERED pull (both state= and created_at_gte false-negative live GTC orders): VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) are the only two live orders on the account, both confirmed, cum_qty=0, untriggered, no peer duplicate, shares_held_for_sells = full 80 / 147. Both last_transaction_at UNCHANGED (12:24:45Z / 12:22:24Z) for a THIRD consecutive intraday window — the flag (46) daily-rollover reading, no peer touch. All six tier gates plus both trailing-stop tokens verified never-fired via the LINE-START FIELD-POSITION-ANCHORED grep, controls 177 RUN_END / 2 STOP_PLACED / 0 fabricated, corroborated by broker share counts 80 / 147. THE TIER GAPS MOVED IN OPPOSITE DIRECTIONS for the first time in three windows: VERA NARROWED to 16.005pp / $5.545 while VRDN WIDENED to 10.546pp / $2.32. Gap-down correctly NOT re-owned (discharged at the 09:40 ET fire). News re-scanned live on both names because the prior scan was 89 minutes stale — FOURTEENTH consecutive clean scan, newest VERA item 2026-08-24 and newest VRDN 2026-08-07, so VERA’s turn upward has no catalyst behind it either. 90-day: VRDN day 19 of 90, VERA day 5 of 90. Cash $20.46, no buy capacity, all entry branches hard-stopped. Rank computed programmatically over the parsed array: 12th of 14 Phase 2 sessions (UNCHANGED a third fire) and 23rd of 45 overall (RECOVERED one place from 24th) — not a high, not a low; Phase 2 low cushion WIDENED to $117.68.
2026-09-01 14:08 UTC — Monitor run, REGULAR SESSION OPEN (10:08 ET Tuesday, THIRD fire of the day and the SECOND IN-HOURS fire, run-1408utc-0901). Market-open state proven from regular venue_last_trade_time 14:08:00.462Z / 14:08:00.537Z, state=active, has_traded=true. Both legs extended the soft open: VERA $33.86 (−0.646%), VRDN $22.99 (−0.734%), portfolio $6,108.79 — −$42.59 / −0.692% on the day and −$29.11 versus the 09:40 ET fire. get_portfolio reconciled TO THE CENT ($6,088.33 / $6,108.79). Structure unchanged: exactly 2 live protective stops, both confirmed and untriggered, no duplicate, no pending buy, shares_held_for_sells 80 / 147; both last_transaction_at UNCHANGED a SECOND consecutive intraday window (12:24:45Z / 12:22:24Z). Tier audit 0/8 under the line-start anchored form (controls 176/2/0). Floor headroom +$408.79 / +7.172%, NO BREACH. Rank computed programmatically: 12th of 14 Phase 2 (unchanged) and 24th of 45 overall (down from 23rd). News clean, THIRTEENTH consecutive. Gap-down already discharged at the 09:40 ET fire, not re-owned. Subagent registry re-tested and STILL absent — 32nd consecutive orchestrator-fallback fire. HOLD/HOLD, zero orders touched.
2026-08-31 20:38 UTC — Monitor run, regular session CLOSED (~16:38 ET Monday, TENTH fire of the day and the SECOND POST-CLOSE fire, run-2038utc-0831). Resolved SKIP_CLOSED reason=outside_hours. Re-tested the settle: .close STILL returns 2026-08-28 and NO 2026-08-31 daily bar has published, 38 minutes after the bell — open flag (42) stays OPEN and the row remains PROVISIONAL. Both price legs UNCHANGED from the 16:13 ET fire (VERA $34.10 / VRDN $23.145 / $6,150.78). get_portfolio reconciled EXACTLY to the after-hours model (80·$34.08 + 147·$23.16 = $6,130.92). Structure confirmed: 2 live stops, no duplicate, no pending buy; both last_transaction_at unchanged a NINTH window. Tier audit 0/8 (controls 173/2/0/0). News clean. Fixed a malformed orphan DAILY DIGEST 2026-08-26 stub card with an unclosed <strong> tag. HOLD/HOLD, zero orders touched.
2026-08-31 20:08 UTC — Monitor run, regular session CLOSED (~16:08 ET Monday, NINTH fire of the day and the FIRST POST-CLOSE fire, run-2008utc-0831). Resolved SKIP_CLOSED reason=outside_hours (ET 16:08 > 16:00) per the rulebook Time/Session Guard, which exits BEFORE the monitoring branch — no execution branch was live and no trading action was possible; the status-file refresh is therefore an ORCHESTRATOR HAND-PATCH, not a monitoring-branch product. ORCHESTRATOR-FALLBACK (28th CONSECUTIVE fire): the robinhood-plan1-trader subagent type is still not registered while its rulebook file is intact (57,792 bytes) and the Robinhood MCP is fully healthy. THIS FIRE’S VALUE WAS CATCHING A LATE RALLY THAT REVERSED THE DAY. Every in-hours fire today closed red; between the 15:39 ET mark and the bell VERA ran $33.82 —> $34.10 and VRDN $22.975 —> $23.145, a +$47.39 move lifting the portfolio to $6,150.78 and flipping the session from −$45.04 to +$2.36 / +0.038% vs Friday’s settled $6,148.42. VERA ended −0.263% and VRDN +0.282% on the day. THE SETTLE IS NOT DONE, AND THAT IS THIS FIRE’S MAIN OPEN ITEM. get_equity_quotes .close returned the PRIOR session (2026-08-28) on FOUR pulls across 20:08Z—20:13Z, and get_equity_historicals published NO 2026-08-31 daily bar at all. Precedent shows this is not a short wait — the 08-27 post-close fire found .close still lagging at 16:52 ET. The published marks are therefore the LAST REGULAR-SESSION TRADE PRINTS (19:59:55.935Z / 19:59:59.996Z), labelled POST-CLOSE PROVISIONAL rather than settled, because this exact sourcing method produced three WRONG closes (08-26/08-27/08-28) corrected only this morning. Corroboration was PARTIAL and is disclosed: the 19:59Z minute bar matches VERA $34.100 exactly but gives VRDN $23.140 against the quote’s $23.145 — a half-cent divergence of precisely the kind that caused the 08-28 error. get_portfolio was rejected with a reason: $6,130.92 / $6,151.38 decomposes exactly as 80 · $34.08 + 147 · $23.16, i.e. AFTER-HOURS marks on both legs (VERA’s $34.08 printed at 20:02:30Z, well after the bell). STRUCTURE UNCHANGED: exactly two live orders, both protective stops, confirmed and untriggered, cum_qty=0, no duplicate, no pending buy; shares_held_for_sells 80 / 147 with shares_available_for_sells 0 on both. Both stops’ last_transaction_at UNCHANGED for an EIGHTH consecutive window (12:24:24Z / 12:26:09Z), now spanning the whole session plus the close. All six tier gates and both trailing tokens verified never-fired by line-start field-position grep against FOUR controls (high 172 RUN_END, low 2 STOP_PLACED, low 0 FLOOR_BREACH, negative 0), corroborated by broker share counts. Floor headroom +$450.78 / +7.908%, NO BREACH, widened a third consecutive window. Rank computed programmatically: 10th of 13 Phase 2 sessions and 21st of 44 overall, IMPROVED from 11th/23rd on the rally; NOT a new high ($6,457.42, 08-19). News re-scanned both names, nothing dated 2026-08-29 or later. 90-day: VRDN day 18 of 90, VERA day 4 of 90. Cash $20.46, no buy capacity. ZERO orders placed, cancelled, modified or filled. DECISION: HOLD / HOLD (forced by SKIP_CLOSED). OPEN ITEM CARRIED: the first fire of 2026-09-01 must settle today’s row from .close.
2026-08-31 19:39 UTC — Monitor run, regular session OPEN (15:39 ET, EIGHTH fire of the day, run-1938utc-0831, orchestrator-fallback #27) — HOLD/HOLD, zero orders touched. DAILY_DIGEST 2026-08-31 EMITTED (first fire ≥15:30 ET; the 15:09 ET slot was swallowed, leaving this the only eligible window before the bell). SECOND CONSECUTIVE UP WINDOW, AND THE FIRST WITH BOTH LEGS RISING: VERA $33.82 (−1.082% on the day, up $0.05), VRDN $22.975 — breaking a three-window freeze at $22.91 (−0.455%); portfolio $6,103.39, +$13.56 on the window, −$45.04 on the day. Broker reconciled to ZERO CENTS a FOURTH time (equity $6,082.925 / total $6,103.385 — half cents that are real, from VRDN’s $22.975 print). Floor headroom +$403.39 / +7.077%, NO BREACH. Both stops confirmed untriggered, last_transaction_at unchanged for a SEVENTH window. Tier audit opened with the line-start-anchored form from the outset (the fix the prior fire’s self-retraction called for): 0 on all six gates and both trailing tokens, controls 171/2/0. Scheduler swallowed five of thirteen in-hours slots today (09:39, 10:09, 14:09, 14:39, 15:09 ET). News clean, nothing dated 2026-08-29 or later.
2026-08-31 17:38 UTC — Monitor run, regular session OPEN (13:38 ET, SEVENTH fire of the day, run-1738utc-0831, orchestrator-fallback #26) — HOLD/HOLD, zero orders touched. FIRST UP WINDOW OF THE SESSION: VERA $33.77 (−1.228% on the day, up $0.12), VRDN $22.91 unchanged to the cent for a THIRD consecutive window (−0.737%); portfolio $6,089.83, +$9.60 on the window, −$58.59 on the day. Broker reconciled to ZERO CENTS a THIRD time (equity $6,069.37 / total $6,089.83). Floor headroom +$389.83 / +6.839%, NO BREACH. Both stops confirmed untriggered, last_transaction_at unchanged for a SIXTH window. Tier audit: the delimiter-anchored test was found SELF-POISONED (returned 4 on a never-fired VRDN gate because past records quote the pattern); line-start anchoring returns 0 on all six gates against high-, low- and negative-count controls. News clean, nothing dated 2026-08-29 or later.
2026-08-31 17:08 UTC — Monitor run, regular session OPEN (13:09 ET, SIXTH fire of the day, run-1708utc-0831, orchestrator-fallback #25) — HOLD/HOLD, zero orders touched. VERA $33.65 (−1.579% on the day), VRDN $22.91 unchanged to the cent (−0.737%); portfolio $6,080.23, −$4.80 on the window — the quietest window of the session, the entire move in the single VERA leg. Broker equity_value $6,059.77 / total_value $6,080.23 reconciled to a ZERO-CENT residual for a second consecutive window. Floor headroom +$380.23 / +6.671%, NO BREACH. Both stops confirmed, untriggered, last_transaction_at static for a FIFTH window. Tier gates: all six exact tokens 0 against live positive controls (169 RUN_END, 5 TIER_CHECK, 2 STOP_PLACED); the burned PHASE2_TP_TIER prefix advanced 4→5, re-proving the self-matching-counter mechanism a third time. News clean on both names.
2026-08-31 16:38 UTC — Monitor run, regular session OPEN (~12:39 ET Monday, FIFTH fire of the day, run-1638utc-0831). Orchestrator-fallback for the 24th consecutive fire (subagent type still unregistered; MCP healthy). HOLD / HOLD, zero orders placed, cancelled or modified. VERA $33.71 (−2.722% vs cost, −$75.45), VRDN $22.91 (+4.136%, +$133.77), portfolio $6,085.03, −$63.39 on the day and −$14.81 on the window — the largest single-window decline of the session, fully giving back the 11:39 ET recovery. Floor headroom +$385.03 / +6.755%, NO BREACH. Broker equity_value $6,064.57 / total_value $6,085.03 reconciled EXACTLY to the cent, so the $0.80 bid/last skew of the previous fire is confirmed transient. Both stops confirmed untriggered with last_transaction_at static for a FOURTH window. No tier gate met, no trailing stop armed, no news since 08-24 (VERA) / 08-07 (VRDN). FINDING: the PHASE2_TRAIL prefix grep is BURNED in the same way the tier prefix was — all 5 hits are PHASE2_TRAIL_CHECK audit records, zero real arms; and the tier prefix count rose 3→4 purely because the prior fire wrote another audit record, demonstrating the self-matching mechanism directly.
2026-08-31 16:08 UTC — Monitor run, regular session OPEN (~12:09 ET), FOURTH fire of the day (run-1608utc-0831). Orchestrator-fallback for the 23rd consecutive fire — robinhood-plan1-trader still unregistered, Robinhood MCP fully healthy. DECISION HOLD / HOLD, zero orders placed, cancelled, modified or filled. Marks VERA $33.84 (−1.024%) / VRDN $22.94 (−0.607%), portfolio $6,099.84, −$48.58 on the day and −$2.13 over the last thirty minutes — flat and mixed, the 11:39 ET recovery holding without extending. Broker $6,099.04 sits $0.80 lower purely because it marks VERA at the $33.83 bid (80 × $33.83 + 147 × $22.94 = $6,078.58 to the cent); one tick, not drift. Both stops confirmed and untriggered with last_transaction_at static for a third consecutive window (12:24:24Z / 12:26:09Z); exactly two live orders, no duplicate, no pending buy. Floor +$399.04 / +7.001%, NO BREACH. Rank 11th of 13 Phase 2 and 23rd of 44, computed programmatically — unchanged from all three earlier fires. Defect found and corrected in this run’s own tier-gate check: the line-start field-position grep on the PREFIX PHASE2_TP_TIER returned 3, matching the PHASE2_TP_TIER_CHECK audit records — the name of the check itself. Re-run with the six EXACT gate tokens it returns 0 apiece against live positive controls, and broker share counts (80 / 147, the full original fills) corroborate that no tier has ever fired. News clean on both names, nothing dated 08-29 or later.
2026-08-31 15:39 UTC — Monitor run, regular session OPEN (~11:39 ET Monday, THIRD fire of the day, run-1539utc-0831). The 09:39 and 10:09 ET fires remain missing (unresolved scheduler silence-gap defect, open flag 2); the gap-down check stays carried by the 10:39 ET fire under once-per-session semantics. BOTH LEGS RECOVERED: VERA $33.74 → $33.885 and VRDN $22.80 → $22.93, lifting the portfolio $6,071.26 → $6,101.97 (+$30.71), reversing roughly 40% of the session drawdown; day change narrowed from −$77.16 to −$46.45 and the Phase 2 low cushion recovered from $46.02 to $76.73. The broker reconciled to the cent on BOTH equity_value ($6,081.51) and total_value ($6,101.97) for the second consecutive fire — zero tick skew. Both stops confirmed untriggered with last_transaction_at UNCHANGED (12:24:24Z / 12:26:09Z), proving no peer session touched either. Zero of six tier gates fired, cross-checked against broker share counts (80 / 147). Floor +$401.97 / +7.052%, NO BREACH. News clean on both names. DECISION: HOLD / HOLD, zero orders touched.
2026-08-31 15:09 UTC — Monitor run, regular session OPEN (~11:09 ET Monday, SECOND fire of the day, run-1509utc-0831). The 09:39 and 10:09 ET fires remain missing (unresolved scheduler silence-gap defect, open flag 2); the session’s gap-down check was carried by the 10:39 ET fire and is not re-run here under once-per-session semantics. NO NEW DEFECT FOUND IN THE PUBLISHED DATA — AND THAT IS THIS FIRE’S RESULT. The prior fire’s correction of Friday’s settled close was RE-TESTED against a fresh independent pull and held exactly: get_equity_quotes .close again returns VERA $34.19 / VRDN $23.08 (source=sip-list-exchange-close, interpolated=false, date 2026-08-28), confirming $6,148.42 as Friday’s true close and the previously published $34.17 / $23.09 / $6,148.29 as wrong. THE BROKER RECONCILED TO THE CENT THIS FIRE: computed-from-raw-quantities equity 80 × $33.74 + 147 × $22.80 = $6,050.80 matches get_portfolio equity_value exactly, and +$20.46 cash = $6,071.26 matches total_value exactly — zero tick skew, against $1.20 of skew at the 10:39 ET fire. STRUCTURE UNCHANGED: Phase 2 FULLY DEPLOYED, VERA 80sh @ $34.6531 and VRDN 147sh @ $22.00, exactly two live orders and both are the protective stops, no duplicate, no pending buy, cumulative_quantity=0 on both. Both stops’ last_transaction_at are UNCHANGED from 30 minutes earlier (12:24:24Z VERA, 12:26:09Z VRDN) — the specific thing a second same-session fire can prove that a first cannot: no peer session touched either order. BOTH LEGS EXTENDED THEIR DECLINE: VERA $33.74 (−1.316% on the day, −2.635% vs cost) and VRDN $22.80 (−1.213%, +3.636% vs cost), portfolio $6,071.26, −$77.16 on the day — more than double the −$33.25 at 10:39 ET — and +$371.26 (+6.513%) above the $5,700 floor, NO BREACH. The cushion over the Phase 2 low ($6,025.24, 08-13) has HALVED from $89.93 to $46.02. Rank computed programmatically: still 11th of 13 Phase 2 sessions and 23rd of 44. Zero tiers fired and none ever has (VERA 17.635pp / VRDN 11.364pp from Tier 1, both gaps widened), verified by line-start field-position grep AND against broker share counts, which remain 80 / 147 fully held for sells. News re-scanned live on both names — nothing dated 2026-08-29 or later, so the slide still has no catalyst. PROCESS NOTE: this fire’s own archive-duplication guard FIRED AND ABORTED the first write attempt. It was a false positive caused by scoping the guard to a fixed 400-line window that ran past the archive list into the already-patched footer, rather than to the list’s real bounds — the defect was in the check, not the data. Re-scoped to the actual <ul>…</ul> span and ordered before any other edit; nothing was written on the aborted attempt. ZERO orders placed, cancelled or modified. DECISION: HOLD / HOLD.
2026-08-31 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Monday, FIRST fire of the day, run-1439utc-0831). The 09:39 and 10:09 ET fires did not arrive — another instance of the unresolved scheduler silence-gap defect (open flag 2), so this fire also had to carry the session’s gap-down check, which it ran and resolved CLEAN (VERA −0.410%, VRDN −0.650%, both far inside −12%). A GENUINE PUBLISHED DATA ERROR IN FRIDAY’S SETTLED CLOSE WAS FOUND AND CORRECTED. Friday’s close had been published as VERA $34.17 / VRDN $23.09 / portfolio $6,148.29, sourced from the ~15:59:5x ET last-trade print — which is NOT the official settled close. The authoritative get_equity_quotes .close field (source=sip-list-exchange-close, interpolated=false) gives $34.19 / $23.08, and the regular-session daily OHLC bar from get_equity_historicals reproduces both to the cent — two independent sources in exact agreement. Friday’s true close was $6,148.42. The prior fire had actually held the correct figures and discarded them: it explicitly rejected get_portfolio’s $6,127.96 equity mark as after-hours-contaminated, but $34.19/$23.08 were the official closes all along. The same one-cent sourcing error was found on 2026-08-27 (VRDN $23.87 → $23.88, portfolio $6,297.35 → $6,298.82) and 2026-08-26 (VERA $36.82; portfolio unaffected — VERA was not yet held that day, the fill was 08-27). All three pnl-history rows were corrected in place under expected-old-value guards. STRUCTURE UNCHANGED: Phase 2 FULLY DEPLOYED, VERA 80sh @ $34.6531 and VRDN 147sh @ $22.00, both stops confirmed and untriggered after the weekend, exactly two live orders, no duplicate, no pending buy. Both stops’ last_transaction_at advanced to ~12:2xZ this morning — the broker’s routine pre-market GTC re-confirmation, with quantity, stop price, type and state all unchanged. Live marks VERA $34.05 / VRDN $22.93, portfolio $6,115.17, −$33.25 on the day, +$415.17 (+7.284%) above the $5,700 floor — NO BREACH. Zero tiers fired (VERA 16.740pp / VRDN 10.773pp from Tier 1). News clean on both names, nothing dated 08-29 or later. ZERO orders placed, cancelled or modified. DECISION: HOLD / HOLD.
2026-08-28 20:39 UTC — Monitor run, regular session CLOSED (~16:39 ET Friday, FIFTEENTH fire of the day and the SECOND POST-CLOSE fire, run-2039utc-0828). A pure RE-VERIFICATION pass: the day was already settled by the 16:09 ET fire, so this one existed to test that settlement independently rather than to write it. It did, and every figure held to the cent. Fresh unfiltered API pull re-confirmed VERA 80sh @ $34.6531 and VRDN 147sh @ $22.00, both with shares_held_for_sells at full quantity, and exactly two live orders on the account — stop-market VERA $25.50 (6a9050a3…) and VRDN $17.75 (6a7f2a6e…), both state=confirmed, cumulative_quantity=0, untriggered, carrying GTC into Monday 2026-08-31. No pending buy, no duplicate protective order, no peer-placed order in the 30 minutes since the prior fire; both stops’ last_transaction_at unchanged at 2026-08-28 12:25Z. Closes re-read as VERA $34.17 (19:59:52Z) / VRDN $23.09 (19:59:59Z), reproducing the published official close exactly; equity recomputed 80×$34.17 + 147×$23.09 = $6,127.83 plus cash $20.46 = $6,148.29, and the pnl-history row reconciled to a 0.00 residual ($6,026.71 + $121.58). Floor +$448.29 / +7.865% above $5,700 — NO BREACH. All six tier gates re-confirmed never-fired by line-start field-position grep against a positive control of 163 RUN_END records AND against broker share counts; Tier-1 gaps unchanged at VERA $5.68 / 16.394pp and VRDN $2.21 / 10.045pp. News and analyst sweeps clean (newest VERA item 08-24, VRDN 08-07 — no catalyst behind the closing slip). Flags 6 and 8 both reproduced again: get_equity_quotes .close still returned the 08-27 session, and get_portfolio again marked after-hours ($6,127.96 = 80×$34.19 + 147×$23.08) rather than the official close. ONE GENUINE DEFECT FOUND AND FIXED: the header KPI still read Market: OPEN while every other region of the page correctly said CLOSED — a stale live tag the prior post-close fire missed, now CLOSED. This is exactly the caption-level drift flag 15/22 warned about, and it survived the prior fire’s own enumeration because value-based staleness scans look for numbers and this defect was a word. Zero orders placed, cancelled, modified or filled.
2026-08-28 20:09 UTC — Monitor run, regular session CLOSED (~16:09 ET Friday, FOURTEENTH fire of the day and the FIRST POST-CLOSE fire, run-2009utc-0828). The one fire the other thirteen could not be: it wrote the OFFICIAL 16:00 ET CLOSE and superseded the day’s pnl-history row in place, clearing the open flag that warned the row would otherwise stay permanently mislabelled an INTRADAY SNAPSHOT. Executed by the ORCHESTRATOR IN FALLBACK for the 18th consecutive fire (trader subagent type still unregistered; rulebook intact, MCP healthy). Closes VERA $34.17 / VRDN $23.09, taken from the 15:59:59 ET last-trade prints and independently confirmed by the 19:59Z minute bars because get_equity_quotes.close still lagged a session. Portfolio closed $6,148.29 (equity $6,127.83 + cash $20.46), −$13.25 from the 15:39 ET mark: VERA added $0.11 while VRDN gave back $0.15. VERA −1.394% vs cost (−$38.65), −1.243% on the day; VRDN +4.955% vs cost (+$160.23), −3.308% on the day. Combined unrealized +$121.58 / +2.024% on the $6,006.25 basis. Floor headroom +$448.29 / +7.865%, NO BREACH; session low $6,099.36 held with cushion narrowing to $48.93. Tier-1 gates SPLIT — VERA’s NARROWED to $5.68 / 16.394pp, VRDN’s WIDENED to $2.21 / 10.045pp; zero of six has ever fired (162-record positive control + broker share counts). Both stops confirmed untriggered, one per symbol, carrying GTC into Monday. The seven-fire zero-residual reconciliation streak ENDED for a benign, fully explained reason: get_portfolio marks the after-hours prints ($6,127.96 = 80×$34.19 + 147×$23.08 exactly), not the official close. Rank computed programmatically: 10th of 12 Phase 2 (unchanged), 21st of 43 (slipped one from its intraday 20th). News and insider sweeps clean. DECISION: HOLD / HOLD — zero orders placed, cancelled, modified or filled.
2026-08-28 19:39 UTC — Monitor run, regular session OPEN (~15:39 ET Friday, THIRTEENTH and final in-hours fire of the day, run-1939utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, NOT a SKIP_CLOSED hand-patch · ORCHESTRATOR-FALLBACK (17th CONSECUTIVE fire): robinhood-plan1-trader subagent type still absent from the session’s registered agent list while the rulebook file is intact (57,792 bytes) and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. THE LEGS SPLIT AND VERA DID ALL THE WORK: VERA $33.715 → $34.06 (+$0.345, its largest single-fire advance of the session) while VRDN sat flat at $23.23 → $23.24 (+$0.01), netting +$29.07 to $6,161.54. VERA 80sh −1.712% vs cost (−$47.45), −1.561% on the day — the rebound cut the day’s decline by more than a third; VRDN 147sh +5.636% vs cost (+$182.28), −2.680% on the day. Broker reconciliation EXACT for a SEVENTH consecutive fire: 80×$34.06 + 147×$23.24 = $6,141.08 equity, matching get_portfolio equity_value $6,141.08 with zero residual, and +$20.46 cash = total_value $6,161.54, also exact. FLOOR: +$461.54 / +8.097% headroom vs $5,700 — no breach, widened $29.07; the 12:39 ET session low $6,099.36 still holds with its cushion WIDENED to $62.18 from $33.11. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) are the only two live orders on the account, both confirmed, cum_qty=0, untriggered, no peer duplicate, shares_held_for_sells = full qty on both, and both last_transaction_at values UNCHANGED from the prior fire. All six tier gates re-verified never-fired via the field-position-anchored grep (0 for all six) against a live positive control of 161 RUN_END records, and independently against broker share counts. BOTH Tier-1 gates NARROWED together, reversing the prior fire: VERA to $5.79 / 16.712pp and VRDN to $2.06 / 9.364pp (VRDN reclaiming its closest-of-day reading). Gap-down correctly NOT re-evaluated (already clean at the 09:39 ET open). News re-scanned both symbols: nothing published 2026-08-28 — VERA newest 08-24, VRDN newest 08-07 — no kill criterion; the rebound has no news catalyst and reads as ordinary late-session recovery. 90-day: VRDN day 15 of 90, VERA day 1 of 90. Cash $20.46, no buy capacity, entry branches hard-stopped. Rank computed programmatically over the parsed pnl-history array: 10th of 12 Phase 2 sessions (UNCHANGED) and 20th of 43 (IMPROVED one place from 21st) — not a high, not a low. THE COMMA-AWARE ENUMERATION MANDATED BY FLAG 20 WAS USED FROM THE FIRST PASS THIS FIRE, AND IT PAID OFF IMMEDIATELY: the headline KPI card (line 156) was again holding the prior value and was reachable ONLY by the comma-aware pattern — confirming the defect the prior fire discovered is structural and recurring, not a one-off. 21 live regions were rewritten as whole lines under expected-old-value guards this fire. NOTE: this is the last scheduled in-hours fire of the day, so the 2026-08-28 pnl-history row remains an INTRADAY snapshot and still requires supersession by the official 16:00 ET close on a post-close fire.
2026-08-28 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET Friday, TWELFTH in-hours fire of the day, run-1909utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, NOT a SKIP_CLOSED hand-patch. Orchestrator-fallback for the 16th consecutive fire (trader subagent type still unregistered; rulebook intact, MCP healthy). Gap-down already checked clean at the 09:39 ET first fire, correctly not re-evaluated. Fresh news + insider sweep clean — nothing published 2026-08-28 for either name (newest VERA 08-24, VRDN 08-07); the two standing insider items (VERA 10b5-1 plan sale, VRDN sub-500K Form 144) re-confirmed non-triggering. BOTH LEGS EASED, reversing the prior fire’s joint advance: VERA $33.735 → $33.715 (−$0.02), VRDN $23.29 → $23.23 (−$0.06); portfolio −$10.42 to $6,132.47. The 12:39 ET session low $6,099.36 STILL HOLDS, cushion narrowed to $33.11 from $43.53. VERA −2.707% vs cost (−$75.05), VRDN +5.591% (+$180.81); combined unrealized +$105.76 / +1.761%. Floor headroom +$432.47 / +7.587%, NO BREACH. Broker reconciliation EXACT for a sixth consecutive fire (computed equity $6,112.01 = equity_value $6,112.01, zero residual). Both stops confirmed/untriggered, one per symbol, no duplicates, shares_held_for_sells full on both. All six tier gates re-verified never-fired by field-position grep against a live positive control AND against broker share counts; BOTH Tier-1 gates WIDENED together — VRDN to $2.07 / 9.409pp, VERA to $6.14 / 17.707pp. Rank computed programmatically: 10th of 12 Phase 2 sessions and 21st of 43 — both unchanged; NOT a new high, NOT a new low. No buy capacity (cash $20.46). DECISION: HOLD / HOLD, zero orders touched.
2026-08-28 18:39 UTC — Monitor run, regular session OPEN (~14:39 ET Friday, ELEVENTH in-hours fire of the day, run-1839utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · orchestrator fallback, 15th consecutive fire (trader subagent type still unregistered; rulebook intact, MCP healthy) · THE JOINT ADVANCE RESUMED, ending the one-fire divergence: VERA $33.41 → $33.735 (+$0.325, recovering essentially all of its prior-fire give-back) and VRDN $23.22 → $23.29 (+$0.07, third consecutive up reading), portfolio +$36.29 to $6,142.89 · session low $6,099.36 (12:39 ET) now holds by $43.53, widened from $7.24 · vs cost: VERA −2.649% (−$73.45), VRDN +5.864% (+$189.63), combined +$116.18 / +1.934% · FLOOR $6,142.89 vs $5,700 = +$442.89 / +7.770% headroom, NO BREACH · broker reconciliation EXACT for a FIFTH consecutive fire (computed equity $6,122.43 = equity_value $6,122.43, zero residual; total_value $6,142.89 matched likewise; cash $20.46) · BOTH Tier-1 gates NARROWED for the first time in three fires — VRDN to $2.01 / 9.136pp (closest of the day), VERA to $6.12 / 17.649pp · all six tier gates re-verified never-fired by field-position-anchored grep AND independently against broker share counts (full original 80 / 147 held) · both stop-markets confirmed, untriggered, one per symbol, no duplicates, shares_held_for_sells at full quantity and both last_transaction_at values unchanged (12:25:47.43Z VERA / 12:25:06.342Z VRDN) — no peer-placed or peer-modified order · gap-down correctly NOT re-evaluated (clean at the 09:39 ET first fire) · news re-scanned for both names: nothing published 2026-08-28, no kill criterion · Form 4 sweep re-run: same VERA 10b5-1 plan sale and VRDN sub-$500K pre-notified Form 144, neither triggering · rank computed programmatically: 10th of 12 Phase 2 sessions (unchanged), 21st of 43 overall (improved from 22nd) — NOT a new high, NOT a new low · 90-day: VRDN day 15 of 90, VERA day 1 of 90 · cash $20.46, no buy capacity — entry/addition/re-entry branches hard-stopped · DECISION: HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-08-28 18:09 UTC — Monitor run, regular session OPEN (~14:09 ET Friday, TENTH in-hours fire of the day, run-1809utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · orchestrator fallback, 14th consecutive fire (trader subagent type still unregistered; rulebook intact, MCP healthy) · THE TWO LEGS DIVERGED, ending the two-fire joint advance: VERA FELL $33.74 → $33.41 (−$0.33, its largest single-fire decline of the afternoon) while VRDN ROSE $23.18 → $23.22 (+$0.04); portfolio −$20.52 to $6,106.60, and the 12:39 ET session low of $6,099.36 still holds but by only $7.24 · VERA −3.587% vs cost (−$99.45), VRDN +5.545% vs cost (+$179.34) · floor headroom +$406.60 / +7.133%, NO BREACH · broker reconciliation EXACT for the 4th consecutive fire (computed equity $6,086.14 = get_portfolio equity_value $6,086.14, zero residual) · tier gates moved in OPPOSITE directions — VRDN NARROWED to $2.08 / 9.455pp (closest of the afternoon), VERA WIDENED to $6.44 / 18.587pp; zero of six tiers has ever fired (field-position-anchored grep 0/6 against a 2,304-line positive control, cross-checked against broker share counts) · both stops re-verified confirmed, untriggered, sole live order per symbol, last_transaction_at unchanged — no peer-placed order · news re-scanned via get_equity_news for both symbols plus a web sweep: newest VERA 08-24, newest VRDN 08-07, nothing dated 08-28, no kill criterion; insider sweep found only a VERA 10b5-1 plan sale and a VRDN sub-$500K pre-notified Form 144, neither triggering · cash $20.46, no buy capacity — entry/addition/re-entry branches hard-stopped · DECISION: HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-08-28 17:39 UTC — Monitor run, regular session OPEN (~13:39 ET Friday, NINTH in-hours fire of the day, run-1739utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (13th CONSECUTIVE fire, and the FIRST to prove the defect survives a session restart): this is a new session, yet the agent-type registry still does not list robinhood-plan1-trader, while the rulebook file is intact (57,792 bytes) and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. SECOND CONSECUTIVE TWO-LEG GAIN AND THE LARGEST OF THE AFTERNOON (VERA $33.56 → $33.74, VRDN $23.12 → $23.18), netting +$23.22 — the session low of $6,099.36 (12:39 ET) now holds by $27.76. VERA 80sh −2.635% vs cost (−$73.05), −2.486% on the day; VRDN 147sh +5.364% vs cost (+$173.46), −2.931% on the day — both day-declines EASED. Portfolio $6,127.12 (equity $6,106.66 + cash $20.46); get_portfolio equity_value $6,106.66 matched the computed figure EXACTLY, zero residual — the third consecutive zero-residual reconciliation. FLOOR: $6,127.12 vs $5,700 = +$427.12 / +7.493% headroom, NO BREACH, widened $23.22, and now $170.23 below Thursday’s $6,297.35 close. Both stops re-verified via a fresh UNFILTERED pull (no state= and no created_at_gte, both of which false-negative live GTC orders) — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...), both confirmed, cum_qty=0, untriggered, shares_held_for_sells at full quantity with shares_available_for_sells 0.000000, and the ONLY two live orders on the account with no duplicate; both last_transaction_at values (12:25:47.43Z / 12:25:06.342Z) are UNCHANGED from prior fires, so no peer-placed or peer-modified order occurred. TIER GATES BOTH NARROWED for a second consecutive fire: VRDN to $2.12 / 9.636pp, VERA to $6.11 / 17.635pp; zero tiers have ever fired. THE POLLUTED LOOSE-SUBSTRING GREP WAS RE-MEASURED: PHASE2_TP_TIER1_VRDN returns 28 hits, every one a prose line quoting the pattern while narrating a zero result — it would permanently suppress a live take-profit. Field-position anchoring returns 0 for all six and the broker independently confirms full original quantities with no Phase 2 sell fill. Gap-down correctly NOT re-evaluated (done once at 09:39 ET). News re-scanned for both symbols: newest VERA article 2026-08-24, newest VRDN 2026-08-07, nothing published 2026-08-28, no kill criterion. 90-day cutoff: VRDN day 15 of 90, VERA day 1 of 90. Cash/buying power $20.46 — no buy capacity, entry/addition/re-entry branches hard-stopped. Rank computed programmatically with today’s value substituted: 10th of 12 Phase 2 sessions (unchanged), 22nd of the full 43-row series; NOT a new high and NOT a new low — Phase 2 high-water remains $6,457.42 (2026-08-19). SCHEDULER: ten consecutive on-time fires today (13:09Z premarket plus 13:39Z–17:39Z in-hours), no silence gap.
2026-08-28 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Friday, EIGHTH in-hours fire of the day, run-1709utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (12th CONSECUTIVE fire): the session’s agent-type registry was enumerated this fire and does not list robinhood-plan1-trader, while the rulebook file is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. BOTH LEGS TICKED UP $0.02 AND THE SESSION LOW HELD (VERA $33.54 → $33.56, VRDN $23.10 → $23.12), netting +$4.54 — the slide paused rather than extended, and the day’s low portfolio reading remains $6,099.36 from the 12:39 ET fire. VERA 80sh −3.154% vs cost (−$87.45), −3.006% on the day; VRDN 147sh +5.091% vs cost (+$164.64), −3.183% on the day. Portfolio $6,103.90 (equity $6,083.44 + cash $20.46); get_portfolio equity_value $6,083.44 matched the computed figure EXACTLY, zero residual — the second consecutive zero-residual reconciliation. FLOOR: $6,103.90 vs $5,700 = +$403.90 / +7.086% headroom, NO BREACH, widened $4.54, and now $193.45 below Thursday’s $6,297.35 close. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...), both confirmed, cum_qty=0, untriggered, shares_held_for_sells at full quantity, and the ONLY two live orders on the account with no duplicate; both last_transaction_at values (12:25:47Z / 12:25:06Z) are UNCHANGED from prior fires, so no peer-placed or peer-modified order occurred. TIER GATES BOTH NARROWED: VRDN to $2.18 / 9.909pp, VERA to $6.29 / 18.154pp; zero tiers have ever fired. BOTH KNOWN-POLLUTED TIER-GREP FORMS RECONFIRMED: the loose substring returns 28 hits and the delimiter-anchored form | PHASE2_TP_TIER1_VRDN | returns 4, every one a prose line quoting the pattern while narrating a zero result — either would permanently suppress a live take-profit. Field-position anchoring returns 0 for all six and the broker independently confirms full original quantities with no Phase 2 sell fill. Gap-down correctly NOT re-evaluated (done once at 09:39 ET). News re-scanned for both symbols: nothing published 2026-08-28, no kill criterion. 90-day cutoff: VRDN day 15 of 90, VERA day 1 of 90. Cash/buying power $20.46 — no buy capacity, entry/addition/re-entry branches hard-stopped. Rank computed programmatically: 10th of 12 Phase 2 sessions (unchanged), 22nd of the full 43-row series; NOT a new high and NOT a new low — Phase 2 high-water remains $6,457.42 (2026-08-19). SCHEDULER: nine consecutive on-time fires today (13:09Z premarket plus 13:39Z–17:09Z in-hours), no silence gap.
2026-08-28 16:39 UTC — Monitor run, regular session OPEN (~12:39 ET Friday, SEVENTH in-hours fire of the day, run-1639utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (11th CONSECUTIVE fire): the robinhood-plan1-trader subagent type was re-tested live this fire and the registry returned an explicit "agent type not found", while the rulebook file is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. BOTH LEGS FELL TO NEW SESSION LOWS, fully reversing the two-fire upturn (VERA $33.875 → $33.54, VRDN $23.17 → $23.10), netting −$37.09 — the session’s first decline in three fires and its lowest portfolio reading of the day. VERA 80sh −3.212% vs cost (−$89.05), −3.064% on the day; VRDN 147sh +5.000% vs cost (+$161.70), −3.266% on the day. Portfolio $6,099.36 (equity $6,078.90 + cash $20.46); get_portfolio equity_value $6,078.90 matched the computed figure EXACTLY, zero residual, unlike the prior fire’s $1.20 tick-timing difference. FLOOR: $6,099.36 vs $5,700 = +$399.36 / +7.006% headroom, NO BREACH, narrowed $37.09, and now $197.99 below Thursday’s $6,297.35 close. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...), both confirmed, cum_qty=0, untriggered, shares_held_for_sells at full quantity, and the ONLY two live orders on the account with no duplicate and no peer-placed order. TIER GATES BOTH WIDENED: VRDN to $2.20 / 10.000pp, VERA to $6.31 / 18.212pp; zero tiers have ever fired. MATERIAL FINDING — THE ANCHORED TIER GREP HAS POLLUTED ITSELF: the delimiter-anchored form | PHASE2_TP_TIER1_VRDN | now returns 4 hits, not 0, every one a TIER_CHECK prose line from an earlier fire that quotes the anchor verbatim while narrating a zero result. A fire trusting that form would conclude VRDN Tier 1 had already fired and would permanently suppress a live take-profit. Anchoring on the event-type FIELD POSITION returns 0 for all six, and the broker independently confirms full original quantities with no Phase 2 sell fill. Gap-down correctly NOT re-evaluated (done once at 09:39 ET). News re-scanned for both symbols: nothing published 2026-08-28, no kill criterion. 90-day cutoff: VRDN day 15 of 90, VERA day 1 of 90. Cash/buying power $20.46 — no buy capacity, entry/addition/re-entry branches hard-stopped. Rank computed programmatically: 10th of 12 Phase 2 sessions (unchanged), 22nd of the full 43-row series; NOT a new high, Phase 2 high-water remains $6,457.42 (2026-08-19).
2026-08-28 16:09 UTC — Monitor run, regular session OPEN (~12:09 ET Friday, SIXTH in-hours fire of the day, run-1609utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (10th CONSECUTIVE fire): robinhood-plan1-trader subagent type still absent from the session’s registered agent list while the rulebook file is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. The prior fire’s two-leg upturn did NOT extend — the legs SPLIT (VERA $33.76 → $33.875, VRDN $23.23 → $23.17), netting just +$0.38, the smallest move of the session though a second consecutive gain. VERA 80sh −2.245% vs cost (−$62.25), −2.095% on the day; VRDN 147sh +5.318% vs cost (+$171.99), −2.973% on the day. Portfolio $6,136.45 (80×$33.875 + 147×$23.17 = $6,115.99 equity + $20.46 cash). Broker cross-check disclosed, not papered over: get_portfolio returned equity_value $6,114.79 — $1.20 / 0.02% below the computed figure, a tick-timing difference from the broker marking VRDN a fraction of a second earlier. Both legs traded within the same second as the pull, so this is NOT the known stale-out-of-hours-mark artefact. Unlike prior fires, this page does not claim reconciliation "to the cent". FLOOR: +$436.45 / +7.657% headroom vs $5,700 — no breach, up $0.38, still $160.90 below yesterday’s close-basis +$597.35. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) are the only two live orders on the account, both confirmed, cum_qty=0, untriggered, no peer duplicate, shares_held_for_sells = full qty on both. All six tier gates re-verified never-fired via the field-position-anchored grep (0 for all six, against 33 loose-substring prose self-matches). VRDN’s Tier-1 gate WIDENED back to $2.13 / 9.682pp, surrendering the lone narrowing recorded at 11:39 ET; VERA’s narrowed to $5.98 / 17.245pp. Gap-down correctly NOT re-evaluated (already clean at the 09:39 ET open). News re-scanned both symbols: nothing published 2026-08-28 — VERA newest 08-24, VRDN newest 08-07 — no kill criterion, so today’s drift still has no catalyst. 90-day: VRDN day 15 of 90, VERA day 1 of 90. Cash $20.46, no buy capacity, entry branches hard-stopped. Rank computed programmatically over the parsed pnl-history array: 10th of 12 Phase 2 sessions, above only 08-14 and 08-13, UNCHANGED — and NOT a new high (Phase 2 high-water remains $6,457.42, 08-19). A NINTH INHERITED STALE REGION WAS CAUGHT: the page footer itself, which still carried the 11:09 ET / run-1509utc-0828 FOURTH-fire text plus a duplicated closing sentence — i.e. the 11:39 ET fire logged a footer refresh it never performed. This is the recurring self-report defect, and it confirms that a fire’s own claim to have refreshed a region cannot be trusted: only a token enumeration of the whole non-archived page can establish it. 19 live regions were rewritten as whole lines under expected-old-value guards this fire.
2026-08-28 15:39 UTC — Monitor run, regular session OPEN (~11:39 ET Friday, FIFTH in-hours fire of the day, run-1539utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (9th CONSECUTIVE fire): the robinhood-plan1-trader subagent type is still unregistered while its rulebook is intact and the MCP is healthy; the rulebook was applied inline · THE FOUR-FIRE SLIDE ENDED — both legs turned up for the first time today (VERA $33.655 → $33.76, VRDN $23.19 → $23.23), lifting the portfolio $14.28 to $6,136.07 · VERA −2.577% vs its $34.6531 cost (−$71.45); VRDN +5.591% vs its $22.00 cost (+$180.81) · Floor +$436.07 / +7.650% headroom, no breach, but still $161.28 under yesterday’s close-basis · Both stops re-verified on a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) remain the only two live orders, confirmed, cum_qty=0, untriggered, no duplicate · VRDN Tier-1 gate NARROWED to $2.07 / 9.409pp, the first narrowing after ten straight widening readings; all six tier gates re-verified never-fired by anchored grep (0/6, against 33 loose prose self-matches) · Gap-down correctly not re-evaluated (done and clean at the 09:39 ET open) · News re-scanned: nothing published 08-28 for either name, no kill criterion · Rank computed programmatically: 10th of 12 Phase 2 sessions, unchanged from the prior fire; high-water remains $6,457.42 (08-19) · HOLD/HOLD — zero orders placed, cancelled, modified or filled.
2026-08-28 15:09 UTC — Monitor run, regular session OPEN (~11:09 ET Friday, FOURTH in-hours fire of the day, run-1509utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (8th CONSECUTIVE fire): robinhood-plan1-trader subagent type still not registered while the rulebook file is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. Both legs declined for a FOURTH consecutive fire on a clean same-basis reading (VERA $33.79 → $33.655, VRDN $23.41 → $23.19). VERA 80sh −2.880% vs cost (−$79.85), −2.731% on the day; VRDN 147sh +5.409% vs cost (+$174.93), −2.889% on the day. Portfolio $6,121.79 (80×$33.655 + 147×$23.19 = $6,101.33 equity + $20.46 cash), reconciling to get_portfolio to the cent per leg. FLOOR: +$421.79 / +7.400% headroom vs $5,700 — no breach, narrowed a further $43.14 since 10:39 ET and $175.56 from yesterday’s close. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) are the only two live orders on the account, both confirmed, cum_qty=0, untriggered, no peer duplicate, shares_held_for_sells = full qty on both. All six tier gates re-verified never-fired via the field-position-anchored grep (0 for all six, against 33 loose-substring prose self-matches). VRDN’s Tier-1 gate widened again to $2.11 / 9.591pp, the widest of the week; VERA sank further below basis. Gap-down correctly NOT re-evaluated (already clean at the 09:39 ET open). News re-scanned both symbols: nothing published 2026-08-28, no kill criterion — today’s softness still has no catalyst. 90-day: VRDN day 15 of 90, VERA day 1 of 90. Rank computed programmatically: 10th of 12 Phase 2 sessions, above only 08-14 and 08-13 — the lowest reading since 08-14, and NOT a new high (high-water remains $6,457.42, 08-19). SEVEN inherited stale live-region assertions were found and repaired. The first patch pass covered the header, KPI tile, session card, positions table, table caption, floor line, timeline and footer; a follow-up enumeration of every stale token OUTSIDE the archived activity log then caught seven more live regions the page had left on the 10:39 ET values — the VERA stop line ($8.29 / 24.53% below “live $33.79”), the VRDN stop line ($5.66 / 24.18% below “live $23.41”), the tiered take-profit trigger line (VRDN +6.409% / 8.591pp, VERA −2.491% / 17.491pp), the 90-day cutoff line (VRDN “currently +6.409%”), the session-state line (still “10:39 ET … run-1439utc-0828 — THIRD regular-hours fire”), and both Phase 2 order cards (VERA “live $33.79”, VRDN “live $23.41”). This is the known status.html drift defect again, and it has now been observed to sit in SEVEN regions at once rather than migrating to a single new one — so a one-region absence-grep is not a sufficient check; the whole non-archived page must be token-enumerated every fire.
2026-08-28 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Friday, THIRD in-hours fire of the day, run-1439utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (7th CONSECUTIVE fire): robinhood-plan1-trader subagent type still not registered while the rulebook file is intact and the Robinhood MCP is fully healthy; rulebook read and applied inline. HOLD / HOLD, zero orders placed, cancelled, modified or filled. Both legs declined for a THIRD consecutive fire on a clean same-basis reading (VERA $33.94 → $33.79, VRDN $23.47 → $23.41). VERA 80sh −2.491% vs cost (−$69.05), −2.341% on the day; VRDN 147sh +6.409% vs cost (+$207.27), −1.968% on the day. Portfolio $6,164.93 (80×$33.79 + 147×$23.41 = $6,144.47 equity + $20.46 cash), reconciling to get_portfolio to the cent per leg. FLOOR: +$464.93 / +8.157% headroom vs $5,700 — no breach, narrowed a further $20.82 since 10:09 ET and $132.42 from yesterday’s close. Both stops re-verified via a fresh UNFILTERED pull — VERA $25.50 (6a9050a3...) and VRDN $17.75 (6a7f2a6e...) are the only two live orders on the account, both confirmed, cum_qty=0, untriggered, no peer duplicate, shares_held_for_sells = full qty on both. All six tier gates re-verified never-fired via the field-position-anchored grep (0 for all six, against 125 loose-substring and 33 bare-pipe prose self-matches). VRDN’s Tier-1 gate widened again to $1.89 / 8.591pp; VERA sank further below basis. Gap-down correctly NOT re-evaluated (already clean at the 09:39 ET open). News re-scanned both symbols: nothing published 2026-08-28, no kill criterion — today’s softness has no catalyst. 90-day: VRDN day 15 of 90, VERA day 1 of 90. Rank computed programmatically: 10th of 12 Phase 2 sessions, above only 08-14 and 08-13 — the lowest reading since 08-14, and NOT a new high (high-water remains $6,457.42, 08-19). Two defects inherited from the 10:09 ET page were found and repaired: the Portfolio-value KPI tile was still showing the stale $6,205.24 from the 09:39 ET fire, and the rank sentence still claimed this snapshot sits above 08-17 ($6,185.47) — false once the value fell to $6,164.93.
2026-08-28 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET Friday, SECOND in-hours fire of the day, run-1409utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (6th CONSECUTIVE fire): robinhood-plan1-trader subagent type still not registered while its rulebook is intact and the MCP is healthy · Phase 2 FULLY DEPLOYED, both stops re-verified via an UNFILTERED get_equity_orders pull as the only two live orders on the account (VERA $25.50 / VRDN $17.75, both confirmed, cum_qty=0, no duplicates) · BOTH LEGS EXTENDED THEIR DECLINE from the 09:39 ET fire: VERA $34.055 → $33.94 (−2.058% vs cost), VRDN $23.54 → $23.47 (+6.682% vs cost) · portfolio $6,185.75, floor headroom +$485.75 (+8.522%), no breach · VRDN Tier-1 gap WIDENED again to $1.83 / 8.318pp · all six tier gates re-verified never-fired via the anchored grep · gap-down correctly not re-evaluated (already done at the open) · news re-scanned for both names, nothing published 08-28 · corrected a false claim carried by the prior fire’s page: today’s snapshot ranks 9th of 12 Phase 2 sessions, not below all of them · pnl-history 2026-08-28 row superseded IN PLACE (no duplicate appended) · HOLD / HOLD, zero orders placed, cancelled, modified or filled.
2026-08-28 13:39 UTC — Monitor run, regular session OPEN (~09:39 ET Friday, FIRST in-hours fire of the day, run-1339utc-0828). A genuinely in-hours run — every execution branch was live and evaluated, not a SKIP_CLOSED exit · ORCHESTRATOR-FALLBACK (5th CONSECUTIVE fire): robinhood-plan1-trader subagent type still not registered while its rulebook file is present and intact and the MCP is fully healthy; rulebook read and applied inline · FIRST CLEAN SAME-BASIS READING IN DAYS: both legs carry fresh today regular-session prints (VERA $34.055 @ venue_ts 13:38:48.614Z, VRDN $23.54 @ 13:37:22.967Z), clearing the stale $23.41 after-hours mark that polluted the premarket fire · VERA 80sh −1.726% vs $34.6531 cost (−$47.85), −1.575% on the day, back BELOW its own entry after briefly crossing above it premarket · VRDN 147sh +7.000% vs $22.00 cost (+$226.38), −1.424% on the day · GAP-DOWN BRANCH EVALUATED AND CLEAN FOR BOTH LEGS (VERA −1.575% vs $34.60, VRDN −1.424% vs $23.88; threshold −12.0%), GAP_DOWN_CHECK_DONE written, not re-evaluated today · portfolio reconciled TO THE CENT on a clean uniform basis: 80×$34.055 + 147×$23.54 = equity $6,184.78, +$20.46 cash = $6,205.24, matching get_portfolio exactly · floor $6,205.24 vs $5,700 = +$505.24 headroom (+8.864%), no breach, but NARROWED $92.11 from yesterday’s +$597.35 and this narrowing is REAL (both legs down on live prints), unlike the premarket fire’s $62.82 stale-mark artifact · both stops re-verified via an UNFILTERED get_equity_orders pull and are the ONLY two live orders on the account (VERA $25.50 / 6a9050a3... and VRDN $17.75 / 6a7f2a6e..., both state=confirmed, cum_qty=0, untriggered, no peer duplicate), corroborated by shares_held_for_sells = 80 and 147 with shares_available_for_sells = 0 on both · both stops’ last_transaction_at advanced again this morning (12:25:47Z and 12:25:06Z, 41s apart) with created_at unchanged and cum_qty 0 — benign daily GTC re-confirmation, third consecutive day, not a trigger · all six tier gates confirmed never fired via the field-position-anchored grep (0 hits for all six tokens; the loose substring form returns 124 and the bare-pipe form 4, all prose self-matches that would wrongly suppress a live take-profit) · VRDN Tier-1 $25.30 WIDENED to $1.76 / 8.000pp, the widest since 08-25, reversing the five-fire approach that reached $0.86 on 08-26; VERA Tier-1 $39.85 is $5.795 / 16.726pp away · news re-scanned for BOTH symbols: nothing published 08-28, VERA newest article 08-24 and VRDN newest 08-07, all previously triaged, no kill criterion triggered and today’s softness has no catalyst · 90-day cutoff: VRDN day 15 of 90, VERA day 1 of 90 · not a new high — Phase 2 high-water remains $6,457.42 (2026-08-19) and this snapshot sits below all 11 Phase 2 sessions [CORRECTED by run-1409utc-0828: this ranking claim was FALSE. Programmatically ranked, the $6,205.24 snapshot was above 2026-08-17 ($6,185.47), 08-14 ($6,038.47) and 08-13 ($6,025.24) — it ranked 9th of the then-12 Phase 2 rows, not below all 11. The high-water figure itself was correct.] · get_equity_fundamentals still structurally absent so the volume-anomaly check remains unrunnable · cash $20.46, no buy capacity, entry/addition/re-entry branches hard-stopped on the cash/cap check · zero orders placed, cancelled, modified, or filled · DECISION: HOLD / HOLD
2026-08-27 20:52 UTC — Monitor run, MARKET CLOSED (~16:52 ET Thursday, POST-CLOSE, run-2052utc-0827). Rulebook Time/Session Guard resolved SKIP_CLOSED reason=outside_hours (ET 16:52 > 16:00), which exits before the monitoring branch, so no trading branch ran and no action was possible · ORCHESTRATOR-FALLBACK (3rd CONSECUTIVE fire): robinhood-plan1-trader subagent type still not registered while its rulebook file is present and intact (57,792 bytes) and the MCP is healthy · OFFICIAL CLOSE hand-patched into status.html and pnl-history.json (per the known SKIP_CLOSED gap where out-of-hours fires never refresh the status files): VERA $34.60, VRDN $23.87, sourced from the 15:59:59 ET last-trade prints because get_equity_quotes.close still returned the prior session (08-26) · VERA 80sh -0.15% vs $34.6531 cost (-$4.25), essentially flat to its own same-day entry, -6.03% on the day vs $36.82, recovering a further $0.10 into the close and $0.67 after hours ($35.27) — the unexplained slide continued to stabilise · VRDN 147sh +8.50% vs $22.00 cost (+$274.89), -1.61% on the day, giving back $0.16 into the close · broker cross-check resolved: get_portfolio equity_value $6,331.96 / total_value $6,352.42 are AFTER-HOURS marks, not a discrepancy — 80×$35.27 + 147×$23.88 = $6,331.96 to the cent, +$20.46 cash = $6,352.42 to the cent; at the regular close 80×$34.60 + 147×$23.87 = $6,276.89 + $20.46 = $6,297.35 · both stops re-verified via an UNFILTERED get_equity_orders pull (VERA $25.50 / 6a9050a3... and VRDN $17.75 / 6a7f2a6e..., both state=confirmed, cum_qty=0, untriggered, sole live sell order each, no peer duplicate), corroborated by shares_held_for_sells = 80 and 147 with shares_available_for_sells = 0 on both · noted: the VRDN stop’s last_transaction_at advanced to 12:24:17Z while created_at stayed 2026-08-14, consistent with a routine broker-side GTC re-confirmation, not a trigger · all six tier gates confirmed never fired via field-position-anchored grep (positive control: 2,075 log-key lines match the format) · VRDN Tier-1 $25.30 now $1.43 / 6.50pp away (WIDENED from $1.27 / 5.77pp) · portfolio $6,297.35 vs $5,700 floor, +$597.35 headroom, narrowed $15.52, no breach on either the close or the after-hours basis · not a new Phase 2 high — today ranks 8th of 11 Phase 2 sessions, $6,457.42 on 08-19 stands · cash $20.46, no buy capacity, entry branches hard-stopped · SCHEDULER SILENCE GAP (new instance): the 18:08 / 18:38 / 19:08 / 19:38 UTC slots were all skipped, a ~3.2-hour gap covering the entire 14:00–16:00 ET window, so no fire occurred at or after 15:30 ET and the 2026-08-27 DAILY_DIGEST was never emitted and is now unrecoverable in-hours; its content is preserved as a DAILY_DIGEST_MISSED annotation in trades.log, deliberately not a formal digest event so the once-per-day dedup stays intact · zero orders placed, cancelled, or filled
2026-08-27 17:38 UTC — Monitor run, regular session OPEN (~13:38 ET Thursday, 5th in-hours fire, run-1738utc-0827) · ORCHESTRATOR-FALLBACK (2nd consecutive fire): robinhood-plan1-trader subagent type again not registered this session, so the orchestrator ran the full decision protocol itself · Phase 2 FULLY DEPLOYED, both stops re-verified via an UNFILTERED get_equity_orders pull (VERA $25.50 / 6a9050a3... and VRDN $17.75 / 6a7f2a6e..., both state=confirmed, cum_qty=0, untriggered, sole live sell order each, no peer duplicate) · VERA 80sh last $34.50, -0.44% vs $34.6531 cost (-$12.25) — recovered $0.18 off the 13:09 ET mark, so the unexplained slide stabilised rather than extended; VRDN 147sh last $24.03, +9.23% vs $22.00 cost (+$298.41), unchanged to the cent from the prior fire · positions arithmetic reconciled exactly against broker equity_value ($6,292.41) and total_value ($6,312.87) · all six tier gates confirmed never fired via field-position-anchored grep (positive control: 2,057 log-key lines match the format; the loose substring form returned 27 prose-only hits for TIER1_VRDN and would have falsely suppressed the nearest live gate) · VRDN Tier-1 $25.30 still $1.27 / 5.77pp away · portfolio $6,312.87 vs $5,700 floor, +$612.87 headroom, widened $14.40, no breach · not a new Phase 2 high ($6,457.42 on 08-19 stands) · news+insider scan clean; the third-party $35.79 VERA quote conflicting with the broker’s official $36.82 08-26 close recurred and was again discarded (broker authoritative) · cash $20.46, no buy capacity, entry branches hard-stopped · zero orders placed, cancelled, or filled
2026-08-27 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Thursday, 4th in-hours fire, run-1709utc-0827) · ORCHESTRATOR-FALLBACK: robinhood-plan1-trader subagent type not registered this session (rulebook file present at 57,792 bytes), so the orchestrator ran the full decision protocol itself · Phase 2 FULLY DEPLOYED, both stops re-verified via an UNFILTERED get_equity_orders pull (VERA $25.50 / 6a9050a3... and VRDN $17.75 / 6a7f2a6e..., both state=confirmed, cum_qty=0, untriggered, sole live sell order each, no peer duplicate) · VERA 80sh last $34.32, -0.96% vs $34.6531 cost (-$26.65); VRDN 147sh last $24.03, +9.23% vs $22.00 cost (+$298.41) · positions arithmetic reconciled exactly against broker equity_value ($6,278.01) and total_value ($6,298.47) · all six tier gates confirmed never fired via field-position-anchored grep (positive control: 2,036 log-key lines match the format) · VRDN Tier-1 $25.30 now $1.27 / 5.77pp away, wider than the prior fire · portfolio $6,298.47 vs $5,700 floor, +$598.47 headroom, no breach · not a new Phase 2 high ($6,457.42 on 08-19 stands) · news+insider scan clean, VERA’s -6.79% day has no identified catalyst · cash $20.46, no buy capacity, entry branches hard-stopped · zero orders placed, cancelled, or filled
2026-08-27 16:39 UTC — Monitor run, regular session OPEN (~12:39 ET Thursday, 3rd in-hours fire, run-1639utc-0827) · confirmed VERA now a held position (80sh @ $34.6531 avg, filled 14:58 UTC via owner-interactive marketable-limit buy) with stop-market $25.50 GTC armed, VRDN 147sh @ $22.00 unchanged with stop $17.75 GTC armed, both re-verified sole live sell orders via unfiltered pull, no duplicates · fresh news+insider scan clean (no CRL/delay/dilution/bankruptcy; only already-triaged items resurfaced) · VERA -1.03% vs cost, VRDN +9.41% vs cost ($1.23/5.59pp below the +15% Tier-1 gate $25.30, unfired) · portfolio $6,302.35 vs $5,700 floor OK (+$602.35) · 90-day cutoff VRDN day 14/VERA day 0 · Phase 2 spending cap $6,006.25/$6,050 (99.3%, fully deployed) · zero orders placed/cancelled/filled this fire · status.html and pnl-history.json refreshed (2026-08-27 row replaced in place).
2026-08-27 14:38 UTC — Monitor run, regular session OPEN (~10:38 ET Thursday, 2nd in-hours fire of the day, run-1438utc-0827). Gap-down already checked clean at the 10:18 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+insider scan (2 WebSearch queries, prior scan ~18min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (Fordyce 07-07 10b5-1 sale, Tripuraneni 08-14 CMO option exercise, Tousignant Form 144 sub-threshold). VERA $34.34/ask $34.41 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~14.5% above the limit, narrowing from the 10:18 ET fire's ~16.2% as VERA pulled back intraday, 9 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $23.92 (147sh@$22.00, +8.73% vs cost, +$282.24 unrealized, up slightly from +8.43% at the 10:18 ET fire, still below the +15% Tier-1 gate $25.30 by ~6.27 percentage points / $1.38, gate remained CLOSED, no tier sell attempted; no tier has ever fired for either symbol). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,308.95 vs $5,700 floor OK (+$608.95 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 14 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-27 intraday entry overwritten in place, not duplicated). This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-27 14:18 UTC — Monitor run, regular session OPEN (~10:18 ET Thursday, 1st in-hours fire of the day, run-1418utc-0827). Gap-down checked clean: VRDN -1.67% vs $24.26 prior close, VERA N/A (no open position, order-only). Fresh news+insider scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (Fordyce 07-07 10b5-1 sale, Tripuraneni 08-14 CMO option exercise). VERA $34.86/ask $34.93 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~16.2% above the limit, 9 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue). VRDN $23.855 (147sh@$22.00, +8.43% vs cost, +$272.69 unrealized, below the +15% Tier-1 gate $25.30 by ~6.57 percentage points / $1.445, gate remained CLOSED, no tier sell attempted; no tier has ever fired for either symbol). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,299.40 vs $5,700 floor OK (+$599.40 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 14 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json given a new 2026-08-27 intraday entry). This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 20:09 UTC — Post-close record-keeping pass (MARKET CLOSED, first fire after the 16:00 ET close, run-2009utc-0826). Session guard correctly resolved SKIP_CLOSED (ET~16:09 > the 16:00 cutoff, confirmed via VERA/VRDN venue_last_trade_time both 19:59:59 UTC = 15:59:59 ET, not a shell-TZ label) — no monitoring, kill-criteria, tier, floor, or news branches were evaluated, by design. Official closes recorded by the ORCHESTRATOR (the subagent explicitly and correctly reported status_html_refreshed=false and pnl_history_refreshed=false, since SKIP_CLOSED exits before the Monitoring branch): VRDN $24.26 (+0.33% on the day), VERA $36.83 (+4.39%), portfolio $6,358.93 (+$658.93 above the $5,700 floor, no breach). VRDN 147sh @ $22.00 closed +10.27% (+$332.22), leaving the +15% Tier-1 gate ($25.30) $1.04 / 4.73 percentage points away — unfired, as it has been for the whole mandate (line-start-anchored grep = 0, positive control = 1). VRDN stop-market $17.75 GTC (6a7f2a6e...) re-verified confirmed / untriggered / sole-live-sell-order via a fresh unfiltered pull; VERA 92@$30.00 GTC (6a84ce3b...) still confirmed/unfilled at ~22.77% above the limit — a new closing high-water for the gap, 8 calendar days out, and the 11th consecutive session awaiting an owner re-price-vs-abandon decision. Zero orders placed, cancelled, or filled. The log tail append landed correctly at true physical EOF this fire — no repair needed. Scheduler: 13 for 13 in-hours fires today, the cleanest scheduler day of the mandate.
2026-08-26 19:39 UTC — Monitor run, regular session OPEN (~15:39 ET Wednesday, 13th in-hours fire of the day, run-1939utc-0826 — DAILY_DIGEST threshold fire). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged approval-history items resurfaced. No new material insider filings beyond already-known/logged items. VERA $36.765/ask $36.78 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~22.55% above the limit — a new intraday high-water for the gap, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.31 (147sh@$22.00, +10.50% vs cost, +$339.57 unrealized, softer vs the 15:09 ET fire, still ~4.50 percentage points / $0.99 below the +15% Tier-1 gate $25.30 — today's intraday peak was +11.09% at the 13:09 ET fire — gate remained CLOSED, no tier sell attempted; Tier 1 has never fired for either symbol). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,366.28 vs $5,700 floor OK (+$666.28 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for 2026-08-26 EMITTED this run (3rd consecutive on-time digest). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET Wednesday, 12th in-hours fire of the day, run-1909utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (VERA TRUTAKNA approval/08-10 Q2 beat, Viridian Lumvoa approval/launch). No new material insider filings beyond already-known/logged items (Tripuraneni Aug-14 option exercise, Tousignant Form144 ~$348K sub-threshold). VERA $36.62/ask $36.65 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~22.1% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.385 (147sh@$22.00, +10.84% vs cost, +$350.60 unrealized, essentially flat vs the 14:39 ET fire, still ~4.16 percentage points / $0.92 below the +15% Tier-1 gate $25.30, gate remained CLOSED, no tier sell attempted; line-start-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,377.31 vs $5,700 floor OK (+$677.31 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET, due next fire). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 18:39 UTC — Monitor run, regular session OPEN (~14:39 ET Wednesday, 11th in-hours fire of the day, run-1839utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news scan (2 WebSearch queries, prior scan ~29min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (VERA FDA/BLA approval history including the 08-10 Q2 beat and 06-02 ORIGIN 3 alignment, Viridian Lumvoa launch progress); two undated analyst PT snippets (Wedbush $34, Guggenheim $61) surfaced with no confirmable fresh date — treated as stale/already-known cluster, not logged as new dated INFO_EVENT. No new material insider filings beyond already-known/logged items (Tripuraneni Aug-14 option exercise, Tousignant Form144 ~$348K sub-threshold). VERA $36.39/ask $36.43 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~21.3% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.41 (147sh@$22.00, +10.96% vs cost, +$354.27 unrealized, flat vs the 14:09 ET fire, still ~4.05 percentage points / $0.89 below the +15% Tier-1 gate $25.30, gate remained CLOSED, no tier sell attempted; field-position-anchored tier grep `^[0-9]{4}-[0-9]{2}-[0-9]{2}T[0-9:]{8}Z \| PHASE2_TP_TIER1_VRDN \|` confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,380.98 vs $5,700 floor OK (+$680.98 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 18:09 UTC — Monitor run, regular session OPEN (~14:09 ET Wednesday, 10th in-hours fire of the day, run-1809utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4 scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (VERA FDA/BLA approval history including the already-known 08-10 Q2 beat and 06-02 ORIGIN 3 alignment, Viridian Lumvoa launch progress; a VRDN Form 4 snippet referencing 08-20 surfaced with no new name/dollar detail, indistinguishable from the already-triaged Tripuraneni Aug-14 option exercise, not separately actionable). VERA $36.54/ask $36.56 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~21.9% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.41 (147sh@$22.00, +10.96% vs cost, +$354.27 unrealized, ticked back up from +10.82%/$0.92-away at the 13:39 ET fire, now ~4.05 percentage points / $0.89 below the +15% Tier-1 gate $25.30, gate remained CLOSED, no tier sell attempted; field-position-anchored tier grep `^[0-9]{4}-[0-9]{2}-[0-9]{2}T[0-9:]{8}Z \| PHASE2_TP_TIER1_VRDN \|` confirms zero real tier fires to date — the bare pipe-delimited form is known self-polluting and was NOT used). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,380.98 vs $5,700 floor OK (+$680.98 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 17:39 UTC — Monitor run, regular session OPEN (~13:39 ET Wednesday, 9th in-hours fire of the day, run-1739utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4 scan (4 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; a "$100M follow-on" VRDN headline was traced via follow-up search to the already-known/absorbed 2026-05-05/05-11 pre-mandate offering, NOT fresh dilution; only already-triaged items resurfaced (VERA Dec-2025 $42.50/share offering, Fordyce 08-12 Form 4/A amendments, VRDN Tousignant Form144 ~$348K sub-threshold, VRDN CMO Tripuraneni Aug-14 option exercise). VERA $36.04/ask $36.06 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~20.2% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.38 (147sh@$22.00, +10.82% vs cost, +$349.86 unrealized, retreated slightly from +11.09%/$0.86-away at the 13:09 ET fire, now ~4.18 percentage points / $0.92 below the +15% Tier-1 gate $25.30, gate remained CLOSED, no tier sell attempted; field-position-anchored tier grep `^[0-9]{4}-[0-9]{2}-[0-9]{2}T[0-9:]{8}Z \| PHASE2_TP_TIER1_VRDN \|` confirms zero real tier fires to date — the bare pipe-delimited form is known self-polluting and was NOT used). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,376.57 vs $5,700 floor OK (+$676.57 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Wednesday, 8th in-hours fire of the day, run-1709utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4 scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only already-triaged items resurfaced (VERA Dec-2025 $42.50/share offering, Fordyce 08-12 Form 4/A amendments, VRDN Tousignant Form144 ~$348K sub-threshold first observed 08-25 — no material change, not re-flagged as new). VERA $36.33/ask $36.36 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~21.2% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.44 (147sh@$22.00, +11.09% vs cost, +$358.68 unrealized, closing further on the +15% Tier-1 gate $25.30, now only ~3.91 percentage points / $0.86 away (vs $0.96 at 12:39 ET), gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep `| PHASE2_TP_TIER1_VRDN |` confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,385.39 vs $5,700 floor OK (+$685.39 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 16:39 UTC — Monitor run, regular session OPEN (~12:39 ET Wednesday, 7th in-hours fire of the day, run-1639utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news scan (1 WebSearch query plus a targeted follow-up, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; a VERA "public offering" headline surfaced incidentally and was VERIFIED via a follow-up search to be the pre-mandate 2025-12-10 $42.50/share raise (globenewswire-dated), not a fresh dilution event. No new material insider filings surfaced this run (Tripuraneni Aug-14 option exercise remains the latest, routine, not re-flagged). VERA $36.35/ask $36.37 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~21.2% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.34 (147sh@$22.00, +10.64% vs cost, +$343.98 unrealized, closing further on the +15% Tier-1 gate $25.30, now only ~4.36 percentage points / $0.96 away (vs $1.14 at 12:09 ET), gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep `| PHASE2_TP_TIER1_VRDN |` confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,370.69 vs $5,700 floor OK (+$670.69 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 16:09 UTC — Monitor run, regular session OPEN (~12:09 ET Wednesday, 6th in-hours fire of the day, run-1609utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news scan (1 combined WebSearch query, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; only prior/known 8-Ks (VERA 08-10 Q2 update, VRDN 08-06 Q2, VERA 06-02 ORIGIN 3 alignment) surfaced, nothing new. No new material insider filings surfaced this run (Tripuraneni Aug-14 option exercise remains the latest, routine, not re-flagged). VERA $36.39/ask $36.41 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~21.3% above the limit, widening again vs the 11:39 ET fire's ~20.97% — the brief plateau broke, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.16 (147sh@$22.00, +9.82% vs cost, +$317.52 unrealized, a further bounce from +9.68% at 11:39 ET, still below the +15% Tier-1 gate $25.30 by ~5.18 percentage points / $1.14, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate (last_transaction_at timestamps for both open orders unchanged from the 11:39 ET fire, confirming no peer-session activity). Portfolio $6,344.23 vs $5,700 floor OK (+$644.23 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 15:39 UTC — Monitor run, regular session OPEN (~11:39 ET Wednesday, 5th in-hours fire of the day, run-1539utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; the VRDN "$250M convertible notes / $143.8M equity" headline reconfirmed as the already-known/absorbed 2026-05-06/05-11 pre-mandate offering, NOT a fresh dilution event; no new material insider filings beyond already-known/logged items (Tousignant Form144 $348K sub-threshold, Fordyce old 10b5-1 sales, VRDN CMO Tripuraneni Aug-14 option exercise, routine); analyst sentiment positive/known (~20-analyst VERA consensus avg PT ~$79-80 Strong Buy, H.C.Wainwright PT cut to $90 from $125 dated 08-12 already stale/known, Jefferies/JPM Buy reiterated 08-17), informational only; the untimed "Ladenburg downgraded VRDN to Neutral" snippet from a non-allowlisted source remains logged informational-only, not re-investigated. VERA $36.29/ask $36.31 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~20.97% above the limit, essentially flat vs the 10:39 ET fire's ~20.95% — 5th consecutive fire at/near this widened level, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.13 (147sh@$22.00, +9.68% vs cost, +$313.11 unrealized, a bounce from +9.20% at 11:09 ET breaking the two-fire retreat, still below the +15% Tier-1 gate $25.30 by ~5.32 percentage points / $1.17, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate (last_transaction_at timestamps for both open orders unchanged from the 11:09 ET fire, confirming no peer-session activity). Portfolio $6,339.82 vs $5,700 floor OK (+$639.82 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 15:09 UTC — Monitor run, regular session OPEN (~11:09 ET Wednesday, 4th in-hours fire of the day, run-1509utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; the VRDN "$250M convertible notes / $143.8M equity" headline reconfirmed as the already-known/absorbed 2026-05-06/05-11 pre-mandate offering, NOT a fresh dilution event; no new material insider filings beyond already-known/logged items (Tousignant Form144 $348K sub-threshold, Fordyce old 10b5-1 sales); analyst sentiment positive/known (BofA $70 PT, Guggenheim $76 PT, Strong Buy consensus ~14 analysts avg PT ~$78), informational only; a stray untimed "Ladenburg downgraded VRDN to Neutral" snippet surfaced from a non-allowlisted source (tipranks/thefly) with no confirmable date, logged informational only, NOT treated as a fresh dated downgrade. VERA $36.285/ask $36.34 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~20.95% above the limit, widening further from the 10:39 ET fire's ~20.37% — 4 consecutive fires of monotonic widening today (16.63/19.97/20.37/20.95%), 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.025 (147sh@$22.00, +9.20% vs cost, +$297.68 unrealized, retreated further from +9.43% at 10:39 ET, still below the +15% Tier-1 gate $25.30 by ~5.80 percentage points / $1.275, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate (last_transaction_at timestamps for both open orders unchanged from the 10:39 ET fire, confirming no peer-session activity). Portfolio $6,324.39 vs $5,700 floor OK (+$624.39 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Wednesday, 3rd in-hours fire of the day, run-1439utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; the VRDN "$250M convertible notes / $143.8M equity" headline reconfirmed as the already-known/absorbed 2026-05-06/05-11 pre-mandate offering, NOT a fresh dilution event; no new material insider filings beyond already-known/logged items (Tousignant Form144 $348K sub-threshold, Fordyce old 10b5-1 sales); analyst sentiment positive/known (BofA $70 PT, Guggenheim $76 PT, Strong Buy consensus ~14 analysts avg PT $78), informational only. VERA $36.11/ask $36.18 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~20.37% above the limit, widening further from the 10:09 ET fire's ~19.97%, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.075 (147sh@$22.00, +9.43% vs cost, +$305.03 unrealized, retreated slightly from +9.77% at 10:09 ET, still below the +15% Tier-1 gate $25.30 by ~5.57 percentage points / $1.225, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate (last_transaction_at timestamps for both open orders unchanged from the 10:09 ET fire, confirming no peer-session activity). Portfolio $6,331.74 vs $5,700 floor OK (+$631.74 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET Wednesday, 2nd in-hours fire of the day, run-1409utc-0826). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated (GAP_DOWN_CHECK_DONE). Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; a "VRDN $250M convertible notes / $143.8M equity" headline was traced via a follow-up search back to the already-known/absorbed 2026-05-06/05-11 pre-mandate offering (confirmed via Davis Polk, investors.viridiantherapeutics.com, and SEC 424B5), NOT a fresh dilution event; no new material insider filings beyond already-known/logged items (Tousignant Form144 $348K sub-threshold, Tripuraneni option exercise, old Fordyce 10b5-1 sales); analyst sentiment positive/known (BofA $70 PT, Guggenheim $76 PT, Strong Buy consensus), informational only. VERA $35.99 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~19.97% above the limit, widening further from the 1st fire's 16.63%, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory, materially overdue, re-raised this run). VRDN $24.15 (147sh@$22.00, +9.77% vs cost, +$316.05 unrealized, still below the +15% Tier-1 gate $25.30 by ~5.23 percentage points / $1.15, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate (last_transaction_at timestamps for both open orders unchanged from the 09:39 ET fire, confirming no peer-session activity). Portfolio $6,342.76 vs $5,700 floor OK (+$642.76 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-26 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-26 13:39 UTC — Monitor run, regular session OPEN (~09:39 ET Wednesday, 1st in-hours fire of the day, run-1339utc-0826). Session confirmed OPEN via venue bid/ask timestamps, not the shell TZ label. Gap-down check run and clean: VERA -0.82% vs $35.28 prior close, VRDN -0.37% vs $24.18 prior close, neither below −12% (GAP_DOWN_CHECK_DONE). Fresh news+Form4+analyst scan (3 WebSearch queries, last real scan was 08-25 15:39 ET) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold) and Tripuraneni option exercise; conflicting/ambiguously-dated analyst PT snippets ($90-from-$125, $11-from-$15) surfaced again, inconsistent with the $66 reiterate and Strong Buy consensus — treated as unreliable, not logged as a dated INFO_EVENT. VERA $34.99 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~16.63% above the limit, 8 calendar days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory). VRDN $24.09 (147sh@$22.00, +9.50% vs cost, +$307.23 unrealized, still below the +15% Tier-1 gate $25.30 by ~5.50 percentage points / $1.21, gate remained CLOSED, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,333.94 vs $5,700 floor OK (+$633.94 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 13 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json given a new 2026-08-26 intraday entry). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 20:09 UTC — Post-close record-keeping pass (MARKET CLOSED, first fire after the 16:00 ET close, run-2009utc-0825). Session guard correctly resolved SKIP_CLOSED (ET~16:09 > 16:00 cutoff, confirmed via VERA/VRDN venue_last_trade_time both ~19:59:59 UTC = 15:59:59 ET, not a shell-TZ label) — no monitoring/kill-criteria/entry/re-entry branches were evaluated per rulebook step 2; this is a record-keeping-only pass per orchestrator instruction (state-verification API pulls + status.html/pnl-history.json refresh to the official close), zero orders placed/cancelled/filled. Official closing prints: VERA $35.30 (+4.69% vs Monday's $33.72), VRDN $24.19 (+0.71% vs Monday's $24.02). VERA's 92sh@$30.00 GTC order (id 6a84ce3b...) remains confirmed/unfilled, cum_qty=0, close ~17.67% above the limit, 7 calendar days unfilled since the 08-18 re-price — no re-pricing performed or authorized on agent side. VRDN 147sh@$22.00 cost, close $24.19, +9.95% unrealized (+$320.46) — session's intraday high was +11.89% at the 10th fire (14:09 ET), retreated into the close; still below the +15% Tier-1 gate ($25.30, ~$1.11/4.6 percentage points away), gate CLOSED, no tier sell attempted; delimiter-anchored tier-fire grep confirms zero real tier fires to date. $17.75 VRDN protective stop-market re-confirmed via fresh unfiltered get_equity_orders pull, sole such order, cum_qty=0, untriggered, resting overnight. Portfolio $6,347.17 vs $5,700 floor: +$647.17 headroom, no breach; NOT a portfolio high-water mark (the Phase 2 high remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). DAILY_DIGEST for 2026-08-25 was already emitted at 19:40:05Z by the 15:39 ET fire, not re-emitted this pass. pnl-history.json's 2026-08-25 entry was OVERWRITTEN IN PLACE (not duplicated) with these official close values, and status.html's REGULAR SESSION card, KPI portfolio value, positions table, and Phase 2 trigger/order-fill cards were all rewritten to the official close and re-read post-write to confirm they no longer show the 15:39 ET intraday figures. get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 19:39 UTC — Monitor run, regular session OPEN (~15:39 ET Tuesday, 13th regular-hours fire of the day, run-1939utc-0825). DAILY_DIGEST EMITTED — first fire ≥15:30 ET threshold reached, ending the 08-20/08-21 missed-digest run (see Daily Digest card above for full contents). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold) and Tripuraneni option exercise; BofA ($70 from $65) and Guggenheim ($76 from $56) VERA PT raises surfaced, consistent with the known ~08-11/08-24 cluster, informational only, not logged as a fresh dated INFO_EVENT. VERA $34.69 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~15.63% above the limit, narrowing slightly vs the 12th fire's 15.93%). VRDN $24.12 (147sh@$22.00, +9.64% vs cost, +$311.64 unrealized — further down from the 12th fire's +10.55% and today's earlier +11.89% intraday high at the 10th fire; still below the +15% Tier-1 gate $25.30 by ~5.36 percentage points / $1.18, gate remained CLOSED all run, no tier sell attempted; delimiter-anchored tier grep confirms zero real tier fires to date). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,338.35 vs $5,700 floor OK (+$638.35 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority; 7 calendar days unfilled since the 08-18 re-price). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated); REGULAR SESSION card re-read post-write and confirmed to carry this run's figures. get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET Tuesday, 12th regular-hours fire of the day, run-1908utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold) and Tripuraneni option exercise; a BofA VERA PT raise to $70 (from $65, Buy) surfaced alongside a stray unconfirmed/undated "H.C. Wainwright PT to $11" headline inconsistent with the ~$81.79 consensus/Strong Buy rating — treated as an unreliable search artifact, not logged as a dated INFO_EVENT. VERA $34.78 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~15.93% above the limit, essentially flat vs the 11th fire's 15.88%). VRDN $24.32 (147sh@$22.00, +10.55% vs cost, +$341.04 unrealized — further down from the 11th fire's +10.80% and today's earlier +11.89% intraday high at the 10th fire; still below the +15% Tier-1 gate $25.30 by ~4.45 percentage points / $0.98, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,367.75 vs $5,700 floor OK (+$667.75 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still not yet due (threshold 15:30 ET, ~21min of runway). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 18:39 UTC — Monitor run, regular session OPEN (~14:39 ET Tuesday, 11th regular-hours fire of the day, run-1839utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold) and Tripuraneni option exercise; analyst query surfaced Guggenheim PT raise to $76 (from $56, Buy) and TD Cowen PT raise to $78 (from $73, Buy) for VERA, but neither carries a confirmable fresh dated filing distinct from the known ~08-11 cluster — informational only, not logged as a new dated INFO_EVENT. VERA $34.765 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~15.88% above the limit, narrowing further from the 10th fire's 17.13%). VRDN $24.375 (147sh@$22.00, +10.80% vs cost, +$349.13 unrealized — down from the 10th fire's +11.89% intraday high; still below the +15% Tier-1 gate $25.30 by ~4.21 percentage points / $0.925, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,375.84 vs $5,700 floor OK (+$675.84 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 18:09 UTC — Monitor run, regular session OPEN (~14:09 ET Tuesday, 10th regular-hours fire of the day, run-1809utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold), Tripuraneni option exercise, and VERA's 08-12 Form4/A amendment; consensus/aggregate analyst price targets re-surfaced ($81.21-$81.79 avg) with no single confirmable new-dated firm action distinct from the known ~08-11 moves. VERA $35.14 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~17.13% above the limit, narrowing slightly from the 9th fire's 17.97%). VRDN $24.615 (147sh@$22.00, +11.89% vs cost, +$384.41 unrealized — today's new intraday high, verified against the full ranked series so far today which topped out at +11.82% at the 13:38ET fire; still below the +15% Tier-1 gate $25.30 by ~3.11 percentage points / $0.685, gate remained CLOSED all run, no tier sell attempted; still 2nd in the Phase 2 lifetime series behind 08-19's +13.32%). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,411.12 vs $5,700 floor OK (+$711.12 headroom; NOT a portfolio high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19, today ranks 2nd). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 17:38 UTC — Monitor run, regular session OPEN (~13:38 ET Tuesday, 9th regular-hours fire of the day, run-1738utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~29min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold), Tripuraneni option exercise, and VERA's 08-12 Form4/A amendment; mixed analyst price-target figures re-surfaced (Raymond James $84, Wedbush $34, BofA $66, all dated ~08-11) with no single confirmable new-dated firm action. VERA $35.39 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~17.97% above the limit, widening marginally further from the 8th fire's 17.73%). VRDN $24.60 (147sh@$22.00, +11.82% vs cost, +$382.20 unrealized — today's new intraday high, verified against the full ranked series so far today which topped out at +11.45% at both 09:39ET and 13:09ET; still below the +15% Tier-1 gate $25.30 by ~3.18 percentage points / $0.70, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,408.91 vs $5,700 floor OK (+$708.91 headroom; NOT a portfolio high-water mark — ranking the full post-Phase-2 series, the Phase 2 high-water mark remains $6,457.42 from 2026-08-19, today ranks 2nd). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated). get_equity_fundamentals remains structurally absent from this agent's toolset — volume-anomaly check cannot run. This subagent's toolset has no file-delete capability; orchestrator must hard-delete .trader.lock post-flight.
2026-08-25 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Tuesday, 8th regular-hours fire of the day, run-1709utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 (~$348K, sub-threshold) and Tripuraneni option exercise; mixed analyst price-target figures re-surfaced (Wells Fargo raise to $84, Wedbush cut to $34) with no single confirmable new-dated firm action. VERA $35.32 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~17.73% above the limit, widening marginally further from the 7th fire's 17.67%). VRDN $24.52 (147sh@$22.00, +11.45% vs cost, +$370.44 unrealized — ticked up from the 7th fire's +11.18% to essentially match, not exceed, today's 09:39ET opening high; below the +15% Tier-1 gate $25.30 by ~3.55 percentage points / $0.78, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,397.15 vs $5,700 floor OK (+$697.15 headroom; NOT a high-water mark — ranking the full post-Phase-2 series, the Phase 2 high-water mark remains $6,457.42 from 2026-08-19, today ranks 2nd). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 16:39 UTC — Monitor run, regular session OPEN (~12:38 ET Tuesday, 7th regular-hours fire of the day, run-1638utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4+analyst scan (3 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. No new material insider filings beyond the already-known/logged Tousignant Form144 ($348K, sub-threshold) and Tripuraneni option exercise; aggregate analyst-consensus figures re-surfaced with no new single-firm rating change identified. VERA $35.30 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~17.67% above the limit, widening further from the prior fire's 15.0%). VRDN $24.46 (147sh@$22.00, +11.18% vs cost, +$361.62 unrealized — below the +15% Tier-1 gate $25.30 by ~3.82 percentage points / $0.84, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,388.33 vs $5,700 floor OK (+$688.33 headroom; NOT a high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19, today ranks 2nd). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 16:09 UTC — Monitor run, regular session OPEN (~12:08 ET Tuesday, 6th regular-hours fire of the day, run-1608utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (3 WebSearch queries, prior scan ~29min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. New Form 144 notice for VRDN officer Jennifer Tousignant (intent to sell 14,212sh, ~$348,194, filed 08-18, approx sale date 08-19) observed — below the $500K material-sell threshold regardless of 10b5-1 status, no kill-trigger action. VERA $34.50 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, exactly 15.0% above the limit, widening slightly from the prior fire's 14.42%). VRDN $24.41 (147sh@$22.00, +10.95% vs cost, +$354.27 unrealized — below the +15% Tier-1 gate $25.30 by ~4.05 percentage points / $0.89, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,380.98 vs $5,700 floor OK (+$680.98 headroom; NOT a high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 15:09 UTC — Monitor run, regular session OPEN (~11:08 ET Tuesday, 4th regular-hours fire of the day, run-1508utc-0825). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. VRDN CMO Radhika Tripuraneni's option exercise (40,000sh @ $13.21 strike, filed 08-18) newly observed and classified INSIDER_ROUTINE (option exercise, not an open-market sale); VERA CEO Fordyce's prior 10b5-1 sales reconfirmed, no new material insider activity. VERA $34.435 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~14.78% above the limit, easing slightly from the prior fire's 15.33%). VRDN $24.44 (147sh@$22.00, +11.09% vs cost, +$358.68 unrealized — below the +15% Tier-1 gate $25.30 by ~3.91 percentage points / $0.86, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,385.39 vs $5,700 floor OK (+$685.39 headroom; NOT a high-water mark — the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). No re-pricing or cancellation performed on the VERA order (owner decision territory, not agent authority). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Tuesday, 3rd regular-hours fire of the day, run-1438utc-0825). Gap-down already checked clean at the 09:39 ET first fire (VERA +2.31%, VRDN +2.08%), not re-evaluated. Fresh news scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. VERA $34.60 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~15.33% above the limit and widening for a third consecutive fire, 13 days unfilled since the 08-18 re-price; no repricing authority on agent side, owner decision territory). VRDN $24.505 (147sh@$22.00, +11.39% vs cost, +$368.24 unrealized — below the +15% Tier-1 gate $25.30 by ~3.61 percentage points / $0.80, gate remained CLOSED all run, no tier sell attempted). Stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,394.95 vs $5,700 floor OK (+$694.95 headroom; NOT a high-water mark — orchestrator correction: today’s 09:39 ET fire marked $6,397.15 and the Phase 2 high-water mark remains $6,457.42 from 2026-08-19). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET Tuesday, 2nd regular-hours fire of the day, run-1408utc-0825). Gap-down already checked clean at the 09:39 ET first fire (VERA +2.31%, VRDN +2.08%), not re-evaluated. Fresh news scan (2 WebSearch queries, prior scan ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched, ORIGIN 3 eGFR readout still targeted Q3 2026. VERA $34.52 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, ~15.07% above the limit and widening, 13 days unfilled since the 08-18 re-price). VRDN $24.41 (147sh@$22.00, +10.95% vs cost, +$354.27 unrealized — retreated from the 09:39ET closest-approach mark of +11.45% vs the +15% Tier-1 gate $25.30, ~4.05 percentage points / $0.89 away; delimiter-anchored grep confirms zero tier fires to date), stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,380.98 vs $5,700 floor OK (+$680.98 headroom). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json refreshed this run (pnl-history.json's 2026-08-25 intraday entry overwritten in place, not duplicated).
2026-08-25 13:39 UTC — Monitor run, regular session OPEN (~09:39 ET Tuesday, 1st regular-hours fire of the day, run-1338utc-0825). Gap-down check run and clean: VERA +2.31% vs $33.72 prior close, VRDN +2.08% vs $24.02 prior close, neither below −12% (GAP_DOWN_CHECK_DONE). Fresh news scan (2 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA) and Lumvoa (VRDN) remain approved/launched. VERA $34.50 (still 0sh, order 92@$30.00 GTC open/unfilled, cum_qty=0, exactly 15.0% above the limit). VRDN $24.52 (147sh@$22.00, +11.45% vs cost, +$370.44 unrealized — the closest approach yet to the +15% Tier-1 gate $25.30, ~3.55 percentage points / $0.78 away, delimiter-anchored grep confirms zero tier fires to date), stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered, no peer duplicate. Portfolio $6,397.15 vs $5,700 floor OK (+$697.15 headroom). 90-day cutoff: VRDN day 12 of 90, not due (~2026-11-11). Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today not yet due (threshold 15:30 ET). Both status.html and pnl-history.json fully refreshed this run (pnl-history.json given a new 2026-08-25 intraday entry).
2026-08-25 13:09 UTC — Monitor run, MARKET CLOSED (~09:09 ET Tuesday, PRE-MARKET, first fire of the new trading day, run-1309utc-0825). Rulebook Time/Session Guard resolved SKIP_CLOSED (ET < 09:30) before the Monitoring branch, so no gap-down check, news/Form-4 scan, tiered take-profit, trailing-stop, portfolio-floor, or 90-day evaluation ran. ET derived as UTC−4 and cross-checked against live pre-market venue timestamps (VERA 12:59:02Z, VRDN 12:48:24Z) rather than this host's known-unreliable TZ label. Full unfiltered order pull for audit: VERA buy limit 92 @ $30.00 GTC (6a84ce3b...) state=confirmed, cum_qty=0, unfilled — its 12:25:48Z last_transaction_at is a broker heartbeat, not a fill; VRDN sell stop-market 147 @ $17.75 GTC (6a7f2a6e...) state=confirmed, untriggered, sole live sell order, no peer-session duplicate; all three cancelled orders (6a74f520/6a74f522/6a7ae5d8) reconfirmed cancelled. Pre-market marks: VERA $34.30, VRDN $24.20 (+10.0% vs $22.00 cost, still below the $25.30 Tier-1 gate). Portfolio $6,350.11 vs the $5,700 floor. Zero orders placed or cancelled. STATE_MISMATCH_CHECK clean. Orchestrator hard-deleted .trader.lock post-flight and hand-patched this page (the SKIP_CLOSED path never refreshes it).
2026-08-24 20:38 UTC — Monitor run, MARKET CLOSED (~16:38 ET Monday, 2nd post-close fire of the day, run-2038utc-0824). Rulebook Time/Session Guard (Decision Protocol step 2) fired: ET 16:38 > the 16:00 ET regular-session cutoff → SKIP_CLOSED, reason=outside_hours, exiting before the Monitoring branch. No gap-down, news scan, tiered take-profit, trailing-stop, floor, or 90-day evaluation ran (all live inside that branch). ET was derived as UTC−4 and cross-checked against live quote venue timestamps (regular-session last-trade prints at 19:59:59Z = 15:59:59 ET; extended-hours prints at 20:09–20:17Z) because this host’s TZ=America/New_York date is unreliable. State was still pulled and reconciled for audit continuity and is UNCHANGED: VERA 0sh, order 92@$30.00 GTC (6a84ce3b...) confirmed/unfilled cum_qty=0, close $33.70 (~12.33% above the limit); VRDN 147sh @ $22.00 cost, close $24.02 (+9.18%, +$296.94), stop-market 147@$17.75 GTC (6a7f2a6e...) confirmed/untriggered/cum_qty=0, sole live sell order, no peer duplicate. Portfolio $6,323.65 vs the $5,700 floor (+$623.65 headroom, informational — no formal floor check runs outside the Monitoring branch, and there was no evidence of distress). Today’s DAILY_DIGEST was already emitted at 19:39:55Z and correctly not re-emitted; WEEKLY_REVIEW not due (Monday). Zero orders placed, cancelled, or filled. Orchestrator post-flight: .trader.lock hard-deleted and absence verified; trades.log tail hygiene confirmed clean (block contiguous at lines 7973–7979, true physical-tail append, terminal newline intact, zero future-dated line-start stamps anywhere in the file, no duplicate peer ORCH_CLEANUP for this run id); and because the SKIP_CLOSED path structurally cannot reach the status-file updates, the orchestrator itself marked this page to the official 16:00 ET close, bringing it back in sync with pnl-history.json (which the prior fire’s orchestrator had already advanced).
2026-08-24 19:39 UTC — Monitor run, regular session OPEN (~15:38 ET Monday, 13th and final regular-hours fire of the day, run-1938utc-0824). DAILY_DIGEST EMITTED — first fire ≥15:30 ET threshold reached, ending the 12-fire deferral streak (see Daily Digest card above for full contents). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news scan (2 WebSearch queries, prior scan was ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA, approved 07-07) and Lumvoa (VRDN, approved 06-29/06-30) both remain approved/launched, both binaries resolved pre-mandate. VERA $34.21 (still 0sh, order open/unfilled, ~14.03% above the $30.00 limit) — 13-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37% → 13:09ET 13.90% → 13:38ET 12.17% → 14:09ET 13.08% → 14:38ET 13.57% → 15:08ET 12.23% → 15:38ET 14.03%, widening this fire (observational only, no rule trigger, order left resting). VRDN $24.07 (147sh@$22.00, +9.41% vs cost, +$304.29 unrealized, stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered). Tiered TP not met (VRDN +9.41% vs +15% Tier-1 gate $25.30, ~5.59 percentage points away). Portfolio $6,331.00 vs $5,700 floor OK (+$631.00). 90-day cutoff: VRDN day 11 of 90, not due (~2026-11-11). Pipe-anchored tier-fire gate: all six Phase-2 tier gates remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills.
2026-08-24 19:09 UTC — Monitor run, regular session OPEN (~15:08 ET Monday, 12th regular-hours fire of the day, run-1908utc-0824). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news scan (2 WebSearch queries, prior scan was ~30min old, past the 15-min throttle) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA (VERA, approved 07-07) and Lumvoa (VRDN, approved 06-29/06-30) both remain approved/launched, both binaries resolved pre-mandate. VERA $33.645 (still 0sh, order open/unfilled, ask $33.67 ~12.23% above the $30.00 limit) — 12-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37% → 13:09ET 13.90% → 13:38ET 12.17% → 14:09ET 13.08% → 14:38ET 13.57% → 15:08ET 12.23%, easing this fire (observational only, no rule trigger, order left resting). VRDN $24.065 (147sh@$22.00, +9.39% vs cost, +$303.56 unrealized, stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered). Tiered TP not met (VRDN +9.39% vs +15% Tier-1 gate $25.30, ~5.61 percentage points away). Portfolio $6,330.265 vs $5,700 floor OK (+$630.265). 90-day cutoff: VRDN day 11 of 90, not due (~2026-11-11). Pipe-anchored tier-fire gate: all six Phase-2 tier gates remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — deferred again (12th deferral), due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; the ~15:38 ET fire is the first eligible one, roughly 1 fire of runway at the current ~30min cadence).
2026-08-24 18:09 UTC — Monitor run, regular session OPEN (~14:09 ET Monday, 10th regular-hours fire of the day, run-1808utc-0824). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news scan (2 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA thesis reaffirmed (multiple analysts Buy-rated, mid-August PT adjustments, ORIGIN3/Q4-2026 full-approval-filing pathway on track); VRDN thesis reaffirmed (Lumvoa launch progressing per 07-31 field-engagement metric, REVEAL-2 phase 3 elegrobart topline positive, BLA on track Q1-2027). VERA $33.925 (still 0sh, order open/unfilled, last $33.925 ~13.08% above the $30.00 limit) — 10-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37% → 13:09ET 13.90% → 13:38ET 12.17% → 14:09ET 13.08%, ticking back up this fire (observational only, no rule trigger, order left resting). VRDN $24.16 (147sh@$22.00, +9.82% vs cost, +$317.52 unrealized, stop $17.75 re-verified sole live order via fresh unfiltered get_equity_orders pull, cum_qty=0, untriggered). Tiered TP not met (VRDN +9.82% vs +15% Tier-1 gate $25.30, ~5.18 percentage points away). Portfolio $6,344.23 vs $5,700 floor OK (+$644.23). 90-day cutoff: VRDN day 11 of 90, not due (~2026-11-11). Pipe-anchored tier-fire gate (orchestrator-provided baseline: 0/0/0/0/0/0, authoritative): all six Phase-2 tier gates remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — deferred again (10th deferral), due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 10 fires so far today, none past threshold).
2026-08-24 17:38 UTC — Monitor run, regular session OPEN (~13:38 ET Monday, 9th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA/Lumvoa approvals reconfirmed stable; VRDN CMO Tripuraneni's 08-14 option exercise reconfirmed/deduped (no sale); a VRDN Form 4/A correcting holdings by 610 shares surfaced — immaterial routine correction, logged informational only. VERA $33.625 (still 0sh, order open/unfilled, ask $33.65 ~12.17% above the $30.00 limit) — 9-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37% → 13:08ET 13.9% → 13:38ET 12.17%, easing further this fire (observational only, no rule trigger, order left resting). VRDN $24.055 (147sh@$22.00, +9.34% vs cost, +$302.09 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +9.34% vs +15% Tier-1 threshold $25.30, ~5.18% away). Portfolio $6,328.795 vs $5,700 floor OK (+$628.795). 90-day cutoff: VRDN day 11 of 90, not due. Pipe-anchored tier-fire gate: all six Phase-2 tier tokens remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 9 fires so far today, none past threshold).
2026-08-24 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Monday, 8th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA/Lumvoa approvals reconfirmed stable; VRDN CMO Tripuraneni's 08-14 option exercise reconfirmed/deduped (no sale), no new material Form4 found. VERA $34.15 (still 0sh, order open/unfilled, ask $34.17 ~13.9% above the $30.00 limit) — 8-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37% → 13:08ET 13.9%, narrowing slightly this fire after the prior reversal (observational only, no rule trigger, order left resting). VRDN $24.10 (147sh@$22.00, +9.55% vs cost, +$308.70 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +9.55% vs +15% Tier-1 threshold $25.30, ~4.98% away). Portfolio $6,335.41 vs $5,700 floor OK (+$635.41). 90-day cutoff: VRDN day 11 of 90, not due. Pipe-anchored tier-fire gate (orchestrator-provided, authoritative): all six Phase-2 tier tokens remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 8 fires so far today, none past threshold).
2026-08-24 16:38 UTC — Monitor run, regular session OPEN (~12:38 ET Monday, 7th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA/Lumvoa approvals reconfirmed stable; VRDN CMO Tripuraneni's 08-14 option exercise reconfirmed/deduped (no sale), no new material Form4 found. VERA $34.21 (still 0sh, order open/unfilled, ask $34.31 ~14.37% above the $30.00 limit) — 7-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83% → 12:38ET 14.37%, reversing the prior 3-fire narrowing trend and widening again this fire (observational only, no rule trigger, order left resting). VRDN $24.085 (147sh@$22.00, +9.48% vs cost, +$306.50 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +9.48% vs +15% Tier-1 threshold $25.30, ~5.05% away, further than the 11:38ET closest approach of 4.12%). Portfolio $6,333.21 vs $5,700 floor OK (+$633.21). 90-day cutoff: VRDN day 11 of 90, not due. Pipe-anchored tier-fire gate (orchestrator-provided, authoritative): all six Phase-2 tier tokens remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 7 fires so far today, none past threshold).
2026-08-24 16:08 UTC — Monitor run, regular session OPEN (~12:08 ET Monday, 6th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; TRUTAKNA/Lumvoa approvals reconfirmed stable; VRDN CMO Tripuraneni's 08-14 option exercise reconfirmed/deduped (no sale), no new material Form4 found. VERA $34.11 (still 0sh, order open/unfilled, ask $34.15 ~13.83% above the $30.00 limit) — 6-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07% → 12:08ET 13.83%, narrowing for a 3rd consecutive fire off the mid-morning peak (observational only, no rule trigger, order left resting). VRDN $24.12 (147sh@$22.00, +9.64% vs cost, +$311.64 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +9.64% vs +15% Tier-1 threshold $25.30, ~4.89% away, pulled back from the 11:38ET closest approach of 4.12%). Portfolio $6,338.35 vs $5,700 floor OK (+$638.35). 90-day cutoff: VRDN day 11 of 90, not due. Pipe-anchored tier-fire gate (orchestrator-provided, authoritative): all six Phase-2 tier tokens remain unfired — no tier has ever fired for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 6 fires so far today, none past threshold).
2026-08-24 15:38 UTC — Monitor run, regular session OPEN (~11:38 ET Monday, 5th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA CEO Fordyce's 07-07 10b5-1 sale (46,250sh), VRDN officer Tousignant's $348K Rule 144 notice, and VRDN CMO Tripuraneni's 08-14 option exercise all reconfirmed/deduped, no action. VERA $34.164 (still 0sh, order open/unfilled, ask $34.22 ~14.07% above the $30.00 limit) — 5-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33% → 11:38ET 14.07%, narrowing for a 2nd consecutive fire off the mid-morning peak (observational only, no rule trigger, order left resting). VRDN $24.30 (147sh@$22.00, +10.45% vs cost, +$338.10 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +10.45% vs +15% Tier-1 threshold $25.30, ~4.12% away). Portfolio $6,364.81 vs $5,700 floor OK (+$664.81). 90-day cutoff: VRDN day 11 of 90, not due. Pipe-anchored tier-fire grep counts (orchestrator-provided, authoritative): all six PHASE2_TP_TIER tokens = 0 — no tier has ever fired. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 5 fires so far today, none past threshold).
2026-08-24 15:09 UTC — Monitor run, regular session OPEN (~11:09 ET Monday, 4th regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA CEO Fordyce's 10b5-1 sale, VRDN officer Tousignant's $348K Rule 144 notice (~08-19 sale date), and VRDN CMO Tripuraneni's 08-14 option exercise all reconfirmed/deduped, no action. VERA $34.60 (still 0sh, order open/unfilled, ask $34.60 ~15.33% above the $30.00 limit) — 4-point drift series 09:39ET 10.5% → 10:09ET 14.5% → 10:38ET 15.6% → 11:09ET 15.33%, showing a slight narrowing/plateau this fire rather than continued widening (observational only, no rule trigger, order left resting). VRDN $24.22 (147sh@$22.00, +10.09% vs cost, +$326.34 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +10.09% vs +15% Tier-1 threshold $25.30, ~4.46% away). Portfolio $6,353.05 vs $5,700 floor OK (+$653.05). 90-day cutoff: VRDN day 11 of 90, not due. Delimiter-anchored tier-fire grep counts (orchestrator-provided, authoritative): PHASE2_TP_TIER1_VRDN=0, PHASE2_TP_TIER2_VRDN=0, PHASE2_TP_TIER1_VERA=0 — no tier has ever fired. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then; 4 fires so far today, none past threshold).
2026-08-24 14:38 UTC — Monitor run, regular session OPEN (~10:38 ET Monday, 3rd regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire, not re-evaluated. Fresh news+analyst+Form4 scan (5 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA CEO Fordyce's 10b5-1 sale, VRDN officer Tousignant's $348K Rule 144 notice, and VRDN CMO Tripuraneni's option exercise all reconfirmed/deduped, no action; Stifel VRDN PT-raise-to-$40 and VERA/VRDN Buy consensus ($79.67/$37) resurfaced as already-known aggregates, not logged as new. VERA $34.60 (still 0sh, order open/unfilled, ask $34.69 ~15.6% above the $30.00 limit, continuing to drift OOTM), VRDN $24.245 (147sh@$22.00, +10.20% vs cost, +$330.02 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +10.20% vs +15% Tier-1 threshold $25.30, ~4.35% away). Portfolio $6,356.73 vs $5,700 floor OK (+$656.73). 90-day cutoff: VRDN day 11 of 90, not due. Delimiter-anchored tier-fire grep (manual tail review, consistent with prior runs' confirmed zero) — no execution records for either symbol. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET (3rd consecutive miss risk after 08-20/08-21 if not emitted by then).
2026-08-24 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET Monday, 2nd regular-hours fire of the day). Gap-down already checked clean at the 09:39 ET first fire (VERA +2.52%, VRDN −0.21%), not re-evaluated. Fresh news+analyst+Form4 scan (4 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA CEO Fordyce's 10b5-1 sale, VRDN officer Tousignant's $348K Rule 144 notice, and VRDN CMO Tripuraneni's option exercise all reconfirmed/deduped, no action; a Stifel VRDN PT-raise-to-$40 mention resurfaced with no fresh date, treated as already-known. VERA $34.19 (still 0sh, order open/unfilled, ask $34.36 ~14.5% above the $30.00 limit), VRDN $24.27 (147sh@$22.00, +10.32% vs cost, +$333.69 unrealized, stop $17.75 re-verified sole live order, untriggered). Tiered TP not met (VRDN +10.32% vs +15% Tier-1 threshold $25.30, ~4.2% away). Portfolio $6,360.40 vs $5,700 floor OK (+$660.40). 90-day cutoff: VRDN day 11 of 90, not due. Zero orders placed, zero cancelled, zero fills. DAILY_DIGEST for today still outstanding — due at the first fire ≥15:30 ET.
2026-08-24 13:38 UTC — Monitor run, regular session OPEN (~09:39 ET Monday, 1st regular-hours fire of the day). Gap-down check run and clean (VERA +2.52%, VRDN −0.21% vs prior close). Fresh news+analyst+Form4 scan (5 WebSearch queries) clean — no CRL, FDA delay, bankruptcy/halt/delisting, or new dilutive offering for either name; VERA CEO Fordyce's 07-07 10b5-1 sale (Form4/A filed 08-12) and VRDN officer Tousignant's $348K Rule 144 notice (08-18, below threshold) and VRDN CMO Tripuraneni's option exercise (08-14) all reconfirmed/deduped, no action. VERA $33.09 (still 0sh, order open/unfilled, ask $33.15 ~10.5% above the $30.00 limit), VRDN $24.24 (147sh@$22.00, +10.18% vs cost, +$329.28 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +10.18% vs +15% Tier-1 threshold $25.30). Portfolio $6,344.23 vs $5,700 floor OK (+$644.23). 90-day cutoff: VRDN day 11 of 90, not due. Zero orders placed, zero cancelled, zero fills.
2026-08-21 23:04 UTC — DEGRADED RUN (~19:01 ET Friday, run-2301utc-0821) — this invocation had ZERO Robinhood MCP tool access (session-level connector outage, ~4h). WebSearch-only news scan found no CRL/dilution/bankruptcy/halt/delisting for either name. All price/position-dependent mechanics (fill detection, stop placement, tiered TP, floor check) were structurally unevaluable; a late, stale-data-caveated WEEKLY_REVIEW was emitted. No orders placed (none possible). RESOLVED by the 2026-08-24 09:08 ET run above, which confirmed no adverse state change occurred during the outage.
2026-08-21 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET Friday, 2nd fire of the day) — no new scheduler-silence gap this fire (followed the prior COLD run within ~12 min). Gap-down already checked clean at the 1st fire (VRDN −1.51%), not re-evaluated. News/analyst/Form4 scan skipped (last scan ~9 min prior, within the 15-min throttle). VERA $32.42 (still 0sh, order open/unfilled, ask $32.44 ~8.1% above the $30.00 limit), VRDN $24.09 (147sh@$22.00, +9.50% vs cost, +$307.23 unrealized, stop $17.75 re-verified sole live order, cum_qty=0). Tiered TP not met (VRDN +9.50% vs +15% Tier-1 threshold). Portfolio $6,333.94 vs $5,700 floor OK (+$633.94). 90-day cutoff: VRDN day 8 of 90, not due. DAILY_DIGEST/WEEKLY_REVIEW not yet due (ET~15:09 < 15:30). Zero orders placed, zero cancelled, zero fills.
2026-08-21 18:57 UTC — Monitor run, regular session OPEN (~14:56 ET Friday, 1st fire of the day, COLD run) — a FIFTH scheduler-silence gap left 2026-08-20 ~12:14 ET through 2026-08-21 ~14:56 ET (~22h43m) unmonitored, missing the entire 08-20 afternoon (08-20 DAILY_DIGEST now classified MISSED) and all of 08-21 premarket/morning; treated as fresh-state, no continuity assumed. Gap-down check run and clean: VRDN −1.51% vs $24.50 prior close; VERA N/A (0sh). Fresh news+analyst+Form4 scan (4 WebSearch queries): no CRL, bankruptcy, halt, delisting, or new dilutive offering for either name; VERA — Wedbush reiterated Neutral $34 PT, Goldman Sachs lowered PT to $80 (still well above market), H.C. Wainwright cut PT to $90 from $125 citing Otsuka competitive data at GlomCon Hawaii 2026 (informational, competitive-threat watch item); VRDN analyst PT signals remain contradictory/unverifiable across sources, treated conservatively as ambiguous, no action; Tousignant $348K Form 144 already known/deduped. VERA $32.475 (still 0sh, order open/unfilled, ask $32.50 ~8.3% above the $30.00 limit), VRDN $24.13 (147sh@$22.00, +9.68% vs cost, +$313.11 unrealized, stop $17.75 re-verified sole live order, no owner-interactive changes detected during the gap). Tiered TP not met (VRDN +9.68% vs +15% Tier-1 threshold). Portfolio $6,339.82 vs $5,700 floor OK (+$639.82). 90-day cutoff: VRDN day 8 of 90, not due. Zero orders placed, zero cancelled, zero fills.
2026-08-20 16:09 UTC — Monitor run, regular session OPEN (~12:09 ET Thursday, 3rd fire of the day) — gap-down already checked clean at the 11:16 ET first fire (VRDN −2.70%), not re-evaluated. Fresh news+Form4+analyst scan clean (4 WebSearch queries; no CRL, bankruptcy, halt, delisting, or new dilutive offering; no new material Form4; Stifel's VRDN PT raise to $40 remains the confirmed latest analyst note, an undated Wells Fargo VRDN PT-cut-to-$39 snippet surfaced but could not be date-confirmed, logged informational only). VERA $31.15 (still 0sh, order open/unfilled, ask $31.16 ~3.9% above the $30.00 limit — closest approach yet), VRDN $24.05 (147sh@$22.00, +9.32% vs cost, +$301.35 unrealized, stop $17.75 re-verified sole live order, cum_qty=0). Tiered TP not met (VRDN +9.32% vs +15% Tier-1 threshold). Portfolio $6,328.06 vs $5,700 floor OK (+$628.06). 90-day cutoff: VRDN day 7 of 90, not due. Zero orders placed, zero cancelled, zero fills.
2026-08-20 15:38 UTC — Monitor run, regular session OPEN (~11:38 ET Thursday, 2nd fire of the day) — gap-down already checked clean at the 11:16 ET first fire (VRDN −2.70%), not re-evaluated. Fresh news+Form4+analyst scan clean (2 WebSearch queries; no CRL, bankruptcy, halt, delisting, or new dilutive offering; no new material Form4 beyond the 11:16ET scan; Stifel's VRDN PT raise to $40 remains the latest analyst note). VERA $31.42 (still 0sh, order open/unfilled, ask $31.51 ~5.0% above the $30.00 limit), VRDN $24.025 (147sh@$22.00, +9.20% vs cost, +$297.68 unrealized, stop $17.75 re-verified sole live order, cum_qty=0). Tiered TP not met (VRDN +9.20% vs +15% Tier-1 threshold). Portfolio $6,324.385 vs $5,700 floor OK (+$624.385). 90-day cutoff: VRDN day 7 of 90, not due. Zero orders placed.
2026-08-20 15:16 UTC — Monitor run, regular session OPEN (~11:16 ET Thursday, first fire of the day) — a scheduler-silence gap left the 09:30–11:16 ET window (~1h46m) unmonitored this morning, treated as fresh-state, no continuity assumed from 08-19. Gap-down check run for VRDN (only open position): −2.70% vs prior close, clean, no trigger; VERA N/A (0sh). Fresh news+Form4+analyst scan clean (no CRL, bankruptcy, halt, delisting, or new dilutive offering; Form4 all previously-known/routine — Fordyce 10b5-1 amendments, VRDN CMO option exercise, VRDN officer Tousignant Rule 144 intent $348K below $500K threshold; Stifel raised VRDN PT to $40 from $33, Buy maintained, informational). VERA $31.44 (still 0sh, order open/unfilled, ask ~4.8% above the $30.00 limit — closest approach yet), VRDN $24.13 (147sh@$22.00, +9.68% vs cost, +$313.11 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +9.68% vs +15% Tier-1 threshold). Portfolio $6,339.82 vs $5,700 floor OK (+$639.82). 90-day cutoff: VRDN day 7 of 90, not due. Zero orders placed.
2026-08-19 20:39 UTC — Post-close record-keeping run (~16:39 ET, session guard SKIP_CLOSED reason=outside_hours), 16th fire of the day / 2nd post-close fire. Fresh API state-verification confirmed no change to positions/orders since the 16:09 ET pass: VERA 92sh@$30.00 GTC still open/unfilled (id 6a84ce3b..., cum_qty=0, regular-close ask $33.03 ~10.10% above limit), VRDN 147sh@$22.00 ticked up in extended hours to $24.93 (+13.32% vs cost, +$430.71), $17.75 stop re-verified live and sole such order (peer-session hazard check re-confirmed no duplicate). Portfolio $6,457.42 vs $5,700 floor OK (+$757.42), no breach at any point today. No branches formally evaluated (SKIP_CLOSED), zero orders placed. No new scheduler-silence gap today.
2026-08-19 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET Wednesday, 13th fire of day, 12th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, bankruptcy/halt, or fresh material Form 4; only already-known routine 08-03/08-04 CRO-inducement grants and 08-12 Form4/A batch resurfaced, new-hire equity not open-market C-suite). VERA $32.11 (still 0sh, order open/unfilled, ask $32.12 ~7.07% above limit), VRDN $24.68 (147sh@$22.00, +12.18% vs cost, +$393.96 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +12.18% vs +15% Tier-1 threshold). Portfolio $6,420.67 vs $5,700 floor OK (+$720.67). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 18:39 UTC — Monitor run, regular session OPEN (~14:39 ET Wednesday, 12th fire of day, 11th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, bankruptcy/halt, or material Form 4; only routine 08-03/08-04 CRO-inducement grants resurfaced, new-hire equity not open-market C-suite). VERA $32.075 (still 0sh, order open/unfilled, ask $32.10 ~7.0% above limit), VRDN $24.615 (147sh@$22.00, +11.89% vs cost, +$384.41 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +11.89% vs +15% Tier-1 threshold). Portfolio $6,411.12 vs $5,700 floor OK (+$711.12). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 18:09 UTC — Monitor run, regular session OPEN (~14:09 ET Wednesday, 11th fire of day, 10th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, bankruptcy/halt, or fresh material Form 4). Informational: analyst dispersion continues (VERA Trutakna PT cut to $90 by one analyst citing rising IgAN competition, still Buy-rated). VERA $32.07 (still 0sh, order open/unfilled, ask $32.09 ~6.97% above limit), VRDN $24.53 (147sh@$22.00, +11.50% vs cost, +$371.91 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +11.50% vs +15% Tier-1 threshold). Portfolio $6,398.62 vs $5,700 floor OK (+$698.62). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 17:39 UTC — Monitor run, regular session OPEN (~13:39 ET Wednesday, 10th fire of day, 9th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4). Informational-only: an unconfirmed snippet referenced a possible FDA follow-up safety study for VRDN-003 (unapproved pipeline candidate, not the approved Lumvoa launch) — no confirming source found, not acted on. VERA $32.00 (still 0sh, order open/unfilled, ask $32.02 ~6.7% above limit), VRDN $24.31 (147sh@$22.00, +10.50% vs cost, +$339.57 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +10.50% vs +15% Tier-1 threshold). Portfolio $6,366.28 vs $5,700 floor OK (+$666.28). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET Wednesday, 9th fire of day, 8th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4 filings surfaced; SEC/8-K search confirms both binaries remain resolved-to-approval, no new events). VERA $32.10 (still 0sh, order open/unfilled, ask $32.13 ~7.1% above limit), VRDN $24.24 (147sh@$22.00, +10.18% vs cost, +$329.28 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +10.18% vs +15% Tier-1 threshold). Portfolio $6,355.99 vs $5,700 floor OK (+$655.99). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 16:39 UTC — Monitor run, regular session OPEN (~12:39 ET Wednesday, 8th fire of day, 7th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; VERA CEO Fordyce's 07-07 10b5-1 sale and VRDN director Ajer's routine option grant reconfirmed, no action). VERA $32.06 (still 0sh, order open/unfilled, ask $32.05 ~6.8% above limit), VRDN $24.16 (147sh@$22.00, +9.82% vs cost, +$317.52 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +9.82% vs +15% Tier-1 threshold). Portfolio $6,344.23 vs $5,700 floor OK (+$644.23). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 16:10 UTC — Monitor run, regular session OPEN (~12:10 ET Wednesday, 7th fire of day, 6th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; VERA CEO Fordyce's 07-07 10b5-1 sale ~$701.8K reconfirmed, no action). Informational: mixed analyst PT moves — Guggenheim to $61, Raymond James to $84, Wolfe Research upgraded (constructive); BofA cut to $66, Wedbush to $34 (competitive IgAN pressure). VERA $31.87 (still 0sh, order open/unfilled, ask $31.93 ~6.4% above limit), VRDN $24.28 (147sh@$22.00, +10.36% vs cost, +$335.16 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +10.36% vs +15% Tier-1 threshold). Portfolio $6,361.87 vs $5,700 floor OK (+$661.87). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 15:39 UTC — Monitor run, regular session OPEN (~11:39 ET Wednesday, 6th fire of day, 5th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; VERA CEO Fordyce's 07-07 10b5-1 sale ~$701.8K reconfirmed, no action). Informational: Wedbush cut VERA PT to $34 from $43 (rising IgAN competition), Wells Fargo reiterated Buy. VERA $32.0475 (still 0sh, order open/unfilled, ask $32.11 ~7.0% above limit), VRDN $24.29 (147sh@$22.00, +10.41% vs cost, +$336.63 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +10.41% vs +15% Tier-1 threshold). Portfolio $6,363.34 vs $5,700 floor OK (+$663.34). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 15:09 UTC — Monitor run, regular session OPEN (~11:09 ET Wednesday, 5th fire of day, 4th regular-hours fire). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4). VERA $32.46 (still 0sh, order open/unfilled, ask $32.48 ~8.3% above limit), VRDN $24.4614 (147sh@$22.00, +11.19% vs cost, +$362.03 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +11.19% vs +15% Tier-1 threshold). Portfolio $6,388.54 vs $5,700 floor OK (+$688.54). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Wednesday, 4th regular-hours fire of day). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or material Form 4; VERA CEO Form 4/A ~$40.8K 10b5-1-pattern sale reconfirmed old news). Informational: Truist raised VRDN PT to $39 (Buy), Evercore ISI reiterated Buy. VERA $32.20 (still 0sh, order open/unfilled, ask $32.29 ~7.6% above limit — closest approach today), VRDN $24.56 (147sh@$22.00, +11.64% vs cost, +$376.32 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +11.64% vs +15% Tier-1 threshold). Portfolio $6,403.03 vs $5,700 floor OK (+$703.03). 90-day cutoff: VRDN day 6 of 90, not due. Zero orders placed.
2026-08-19 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET Wednesday, 2nd regular-hours fire of day). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+dilution+insider scan clean (no CRL, delay, or material Form 4; a 424B5 debt-offering headline resolved to the already-known 05-06 offering, not fresh dilution). VERA $32.88 (still 0sh, order open/unfilled, ask $32.95 ~9.8% above limit), VRDN $24.43 (147sh@$22.00, +11.05% vs cost, +$357.21 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +11.05% vs +15% Tier-1 threshold). Portfolio $6,383.92 vs $5,700 floor OK (+$683.92). Zero orders placed.
2026-08-19 13:39 UTC — Regular session OPEN, first regular-hours fire of the day (~09:39 ET Wednesday). Gap-down check clean (VERA +2.91%, VRDN +0.13% vs prior close, neither below -12%; GAP_DOWN_CHECK_DONE). VERA's re-priced order (92sh@$30.00 GTC, id 6a84ce3b...) still open/unfilled, ask $33.22 ~10.7% above the limit. VRDN 147sh@$22.00 at $23.96 (+8.91% vs cost, still below +15% Tier-1), stop $17.75 re-verified live and sole such order. Fresh news/analyst/insider scan clean — no CRL, dilution, delay, or material Form 4; mixed analyst PT moves logged informational-only (RJ raised VERA to $84, Wedbush cut to $34; Leerink reiterated VRDN Buy $50). Portfolio $6,314.83 vs $5,700 floor OK (+$614.83). Zero orders placed.
2026-08-19 13:09 UTC — Pre-market, first fire of the day (~09:09 ET Wednesday, session guard SKIP_CLOSED, regular session opens 09:30 ET). Fresh API pull confirms VERA's re-priced order (92sh@$30.00 GTC, id 6a84ce3b...) still open/unfilled — today is its first regular-session exposure, premarket ask $32.79 is ~9.3% above the limit. VRDN 147sh@$22.00 premarket mark $24.10 (+9.55% vs cost), stop $17.75 re-verified live and sole such order. Portfolio $6,335.41 (premarket-marked) vs $5,700 floor OK (+$635.41). No branches evaluated, zero orders placed.
2026-08-18 21:27 UTC — VERA order RE-PRICED (owner-interactive, Option B-modified): cancelled the 97sh@$28.50 GTC order (id 6a7ae5d8...) after discovering VERA's Q2 2026 earnings were already reported 08-10 PM as a BEAT (-$1.52 vs -$1.59 est), removing the pre-earnings gap-down catalyst the deep discount was priced for. Placed a new 92sh@$30.00 GTC order (id 6a84ce3b...), sized to fit the $2,792.71 remaining cash after the VRDN fill. Max deployment if VERA also fills: $5,994.00 (~99.5% of $6,026.71 starting cash).
2026-08-18 21:19 UTC — Post-close record-keeping run (~17:19 ET, session guard SKIP_CLOSED). THIRD scheduler-silence gap this week identified: zero fires logged between 14:47 UTC (~10:47 ET) and this dispatch (~6h32m), spanning the entire 15:30ET digest window — 2026-08-18 DAILY_DIGEST classified MISSED (cannot be retroactively emitted). Fresh API state-verification confirmed no change: VERA 97sh@$28.50 GTC still open/unfilled, VRDN 147sh@$22.00 close $23.935 (+8.80% vs cost, still below +15% Tier-1), $17.75 stop re-verified live and sole order. Official closes: VERA $32.29 (+2.09% day), VRDN $23.935 (+3.66% day). Portfolio $6,310.42 vs $5,700 floor OK (+$610.42), no breach at any point today. No branches formally evaluated (SKIP_CLOSED), zero orders placed. Owner action requested urgently: diagnose scheduler/cron — 3 of last 4 trading days affected.
2026-08-18 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET Tuesday, 3rd fire of day). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4 — only already-known 08-12 Form4/A CRO-inducement batch for VERA's Nancy Bowman resurfaced, routine, not re-triggered). VERA $31.86 (still 0sh, order open/unfilled, ask $31.99 ~12.25% above limit), VRDN $23.405 (147sh@$22.00, +6.39% vs cost, +$206.54 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +6.39% vs +15% Tier-1 threshold). Portfolio $6,233.25 vs $5,700 floor OK (+$533.25). Zero orders placed. Flags carried forward unchanged: stale rulebook VERA earnings date, 08-13/08-17 scheduler-silence gaps still undiagnosed, get_equity_fundamentals absent, VERA limit far below market, 08-17 daily digest was missed (historical).
2026-08-18 14:08 UTC — Monitor run, regular session OPEN (~10:08 ET Tuesday, 2nd fire of day). Gap-down already checked at 1st fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4). VERA $31.77 (still 0sh, order open/unfilled, ~11.9% above limit), VRDN $23.48 (147sh@$22.00, +6.73% vs cost, +$217.56 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +6.73% vs +15% Tier-1 threshold). Portfolio $6,244.27 vs $5,700 floor OK (+$544.27). Zero orders placed. Flags carried forward unchanged: stale rulebook VERA earnings date, 08-13/08-17 scheduler-silence gaps still undiagnosed, get_equity_fundamentals absent, VERA limit far below market, 08-17 daily digest was missed (historical).
2026-08-18 13:39 UTC — Monitor run, regular session OPEN, 1st fire of the day (~09:39 ET Tuesday). Gap-down check run and clean (VRDN +1.36% vs prior close $23.09, a gap-up not a gap-down; VERA N/A no position). Fresh news+extended+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; 08-11/08-12 analyst actions already logged, deduped). VERA $31.88 (still 0sh, order open/unfilled, ~11.9% above limit), VRDN $23.41 (147sh@$22.00, +6.39% vs cost, +$206.54 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +6.39% vs +15% Tier-1 threshold). Portfolio $6,233.25 vs $5,700 floor OK (+$533.25). Zero orders placed. Flags carried forward: stale rulebook VERA earnings date, 08-13 and 08-17(13:39-16:02) scheduler-silence gaps still undiagnosed, get_equity_fundamentals absent, VERA limit far below market, 08-17 daily digest was missed.
2026-08-17 20:38 UTC — Post-close re-confirmation run (~16:38 ET, session guard SKIP_CLOSED, record-keeping-only). Second scheduler-silence gap identified this day (ET13:39→16:02, ~2h23m, missed the 15:30ET digest). Portfolio $6,186.94 vs floor OK. No branches evaluated.
2026-08-17 17:39 UTC — Monitor run, regular session OPEN (~13:39 ET, 6th fire of day). Gap-down check already done at first fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4 filings surfaced at all this run). VERA $31.77 (still 0sh, order open/unfilled, ~11.5% above limit), VRDN $23.08 (147sh@$22.00, +4.91% vs cost, +$158.76 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +4.91% vs +15% Tier-1 threshold). Portfolio $6,185.47 vs $5,700 floor OK (+$485.47). Zero orders placed.
2026-08-17 17:09 UTC — Monitor run, regular session OPEN (~13:09 ET, 5th fire of day). Gap-down check already done at first fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; only already-known items resurfaced — VERA CEO 07-07 10b5-1 sale, VRDN director option grant). VERA $31.81 (still 0sh, order open/unfilled, ~11.6% above limit), VRDN $23.11 (147sh@$22.00, +5.05% vs cost, +$163.17 unrealized, stop $17.75 re-verified sole live order; mid-Aug pullback through 08-13 has reversed). Tiered TP not met (VRDN +5.05% vs +15% Tier-1 threshold). Portfolio $6,189.88 vs $5,700 floor OK (+$489.88). Zero orders placed.
2026-08-17 16:46 UTC — Monitor run, regular session OPEN (~12:46 ET, 4th fire of day). Gap-down check already done at first fire, not re-evaluated. Fresh news+extended+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; only already-known items resurfaced — VERA CEO 06-23 10b5-1 sale, VRDN director option grants; analyst PTs and sector context unchanged from prior scans, no >=5% sector move). VERA $32.08 (still 0sh, order open/unfilled, ~12.6% below limit, rally continuing), VRDN $23.14 (147sh@$22.00, +5.18% vs cost, +$167.58 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +5.18% vs +15% Tier-1 threshold). Portfolio $6,194.29 vs $5,700 floor OK (+$494.29). Zero orders placed.
2026-08-17 14:39 UTC — Monitor run, regular session OPEN (~10:39 ET, 3rd fire of day). Gap-down check already done at first fire, not re-evaluated. Fresh news+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; VRDN Q2 cash-through-profitability guidance and VERA TRUTAKNA launch context unchanged). VERA $31.48 (still 0sh, order open/unfilled, ~10.5% below limit), VRDN $23.17 (147sh@$22.00, +5.32% vs cost, +$171.99 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +5.32% vs +15% Tier-1 threshold). Portfolio $6,198.70 vs $5,700 floor OK (+$498.70). Zero orders placed.
2026-08-17 14:09 UTC — Monitor run, regular session OPEN (~10:09 ET, 2nd fire of day). Gap-down check already done at first fire, not re-evaluated. Fresh news+extended+insider scan clean (no CRL, delay, new dilution, or fresh material Form 4; VRDN Q2 cash-through-profitability guidance and VERA TRUTAKNA launch context unchanged). VERA $31.56 (still 0sh, order open/unfilled, ~10.7% below limit), VRDN $22.88 (147sh@$22.00, +4.00% vs cost, +$129.36 unrealized, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +4.00% vs +15% Tier-1 threshold). Portfolio $6,156.07 vs $5,700 floor OK (+$456.07). Zero orders placed.
2026-08-17 13:40 UTC — Regular session open, first regular-hours fire of the day (~09:40 ET Monday). Gap-down check clean (VRDN +0.25% vs prev close, no trigger; VERA N/A no position). Fresh news+insider scan clean, no kill triggers. VERA $31.585 (still 0sh, order open/unfilled, 10.82% below limit), VRDN $22.135 (147sh@$22.00, +0.61%, stop $17.75 re-verified sole live order). Tiered TP not met (VRDN +0.61% vs +15% Tier-1 threshold). Portfolio $6,046.56 vs $5,700 floor OK (+$346.56). Zero orders placed.
2026-08-17 13:09 UTC — Pre-market, first fire of the week (09:09 ET Monday, session guard SKIP_CLOSED, regular session opens 09:30 ET; no weekend fires, as expected). Fresh API pull confirms state unchanged from Friday: VERA $31.65 premarket (still 0sh, order open/unfilled, 11.05% below limit), VRDN $22.233 premarket (147sh@$22.00, stop $17.75 armed, sole such order). Portfolio $6,060.96 (premarket-marked) vs $5,700 floor OK (+$360.96). No branches evaluated, zero orders placed.
2026-08-14 20:39 UTC — Post-close re-confirmation run (16:39 ET, session guard SKIP_CLOSED again, record-keeping-only). Fresh API pull matches prior run exactly, no change: VERA $31.63 (still 0sh, order open/unfilled +10.98% below), VRDN $22.09 (147sh@$22.00, stop $17.75 armed, sole such order). Portfolio $6,038.47 vs $5,700 floor OK (+$338.47). No branches evaluated, zero orders placed.
2026-08-14 20:09 UTC — EOD close, market CLOSED (16:09 ET, session guard SKIP_CLOSED, record-keeping-only pass, no trade branches evaluated). Official closes: VERA $31.63 (+9.49% day, +10.98% above the $28.50 limit, still unfilled), VRDN $22.09 (+0.45% day, +0.41% vs $22.00 cost, +$13.23 unrealized). Stop-market $17.75 re-verified live. Portfolio $6,038.47 vs $5,700 floor OK (+$338.47). No new fills, no kill triggers, no trade action taken.
2026-08-14 19:39 UTC — WEEKLY_REVIEW emitted (first Friday fire ≥15:30 ET). Week P&L +$22.79 (+0.38%) vs last Friday's all-cash close ($6,026.71). Thesis status: INTACT for both names — VERA strengthening (Q2 beat, full ORIGIN3 enrollment, analyst upgrades), VRDN intact (Lumvoa launch on track, cash-through-profitability guidance). Fresh news + insider scan clean, no CRL/dilution/delay. VERA 97sh@$28.50 GTC still open/unfilled (last $32.13, day +11.20%, now +12.72% above limit — rally re-accelerating on Wells Fargo Buy 08-12 + Raymond James PT $84 08-11). VRDN 147sh@$22.00 (last $22.155, +0.70% vs cost) stop $17.75 re-verified live, sole such order. Portfolio $6,049.50 vs $5,700 floor OK (+$349.50 headroom). No trade action taken.
2026-08-14 19:09 UTC — Monitor run, regular session OPEN (~15:09 ET, 10th fire of day) · fresh news + insider scan clean · VRDN stop re-verified live · VERA 97sh@$28.50 GTC unfilled (last $31.46, +8.90% day, +10.39% above limit, pop cooling slightly) · VRDN 147sh@$22.00 (+0.13% vs cost) · portfolio $6,030.97 vs floor OK (+$330.97) · no trade action taken
2026-08-14 18:39 UTC — Monitor run (~14:39 ET, 9th fire) · fresh scan clean · VERA unfilled (last $31.6325, +9.49% day, +11.0% above limit); VRDN analyst PTs raised (Truist $39, RBC $36, 8/7) · VRDN +0.41% vs cost · portfolio $6,039.94 vs floor OK (+$339.94) · no trade action taken
2026-08-14 18:10 UTC — Monitor run (~14:10 ET, 8th fire) · fresh scan clean · VERA unfilled (last $31.60, +9.38% day, +10.88% above limit) · VRDN -0.09% vs cost · portfolio $6,023.77 vs floor OK (+$323.77) · no trade action taken
2026-08-14 17:39 UTC — Monitor run (~13:39 ET, 7th fire) · fresh scan clean · VERA unfilled (last $31.87, +10.32% day, +11.82% above limit) · VRDN +0.18% vs cost · portfolio $6,032.59 vs floor OK (+$332.59) · no trade action taken
2026-08-14 17:09 UTC — Monitor run (~13:09 ET, 6th fire) · fresh scan clean, ambiguous VRDN Form 144 (no-action) · VERA unfilled (last $31.80, +10.07% day, +11.58% above limit) · VRDN -0.14% vs cost · portfolio $6,022.30 vs floor OK (+$322.30) · no trade action taken
2026-08-14 16:39 UTC — Monitor run (~12:39 ET, 5th fire) · VERA's 3 Form 4/A tied to routine 08-03 CRO inducement grants, no-action · VERA unfilled (last $31.73, +9.83% day, +11.33% above limit) · VRDN +0.45% vs cost · portfolio $6,041.41 vs floor OK (+$341.41) · no trade action taken
2026-08-14 14:47 UTC — Protective stop-market ARMED for VRDN (147sh @ $17.75, GTC) after a concurrent owner-interactive session detected the unprotected 08-13 fill moments before this scheduled run reached the same step; duplicate correctly avoided. Missed-fire catch-up scan clean. VERA popped >10% premarket on the FDA integrated-review publication for already-approved TRUTAKNA. Portfolio $5,984.08 vs floor OK (+$284.08). Flagged: scheduled monitor produced zero logged fires for all of 2026-08-13 — root cause undiagnosed.
2026-08-13 19:22 UTC — VRDN GTC limit buy FILLED: 147sh @ $22.00 exactly, no slippage (order 6a7ae5d9...). Not detected/logged until the 2026-08-14 14:47 UTC run due to the 08-13 scheduler gap.
2026-08-12 20:38 UTC — EOD post-close run. Both Path 3 orders still OPEN/unfilled at close: VERA closed $29.98 (-4.94% short), VRDN closed $22.89 (-3.89% short) · portfolio $6,026.71 vs floor OK · no trade action taken
2026-08-11 09:05 UTC — PHASE 2 PATH 3 RE-PRICING (owner-interactive, "use all buying power") · cancelled prior 40 VERA@$30.00 / 60 VRDN@$20.50 · placed new GTC limit buys: 97 VERA@$28.50, 147 VRDN@$22.00 (max $5,998.50, ~99.5% of cash) · spending cap raised to $6,050 · floor RAISED to $5,700
2026-08-10 20:03 UTC — Monitor run, session JUST CLOSED · DAILY_DIGEST emitted · both orders unfilled all session: VERA closed $31.59, VRDN closed $23.06 · portfolio floor OK. (After hours: VERA reported Q2 earnings, EPS -1.52 beat -1.58 consensus by $0.06, no guidance cut.)
2026-08-06 20:57 UTC — PHASE 2 RE-ENTRY authorized by owner (supersedes prior "permanently blocked" note for Rule-3 scope only) · placed 2 GTC limit buys: VERA 40sh@$30.00, VRDN 60sh@$20.50 · stops/tiers/floor/90-day cutoff newly armed
2026-07-17 13:41 UTC — GM Rule-1 trailing-stop FIRED on VERA: sold full 106sh at avg $38.5155 (realized -$79.02 / -1.90%); both VERA and VRDN now fully exited, portfolio 100% cash
2026-07-16 14:53 UTC — GM Rule-1 trailing-stop FIRED on VRDN: sold full 104sh at avg $18.1973 (realized +$105.74 / +5.92%)
2026-07-07 21:04 — VERA PDUFA-day final run · atacicept (TRUTAKNA) APPROVED
2026-06-30 20:57 — VRDN PDUFA-day final run · veligrotug (Lumvoa) APPROVED

Notes

Phase 2 status: owner re-authorized re-entry 2026-08-06 as a commercial-launch thesis (VERA TRUTAKNA / VRDN Lumvoa both already approved and launching — this is not a PDUFA catalyst trade). Re-priced and sized up to Path 3 full deployment on 2026-08-11 (owner directive: "use all buying power"). VRDN 147sh@$22.00 FILLED 2026-08-13. VERA's order was re-priced 08-18 to 92sh@$30.00 GTC, then abandoned and replaced 2026-08-27 (owner-interactive "buy vera now") after a 9-session +27.5% rally made the wait-for-a-dip strategy stale: the stale limit order was cancelled and 80sh were bought via a marketable limit, FILLED @ $34.6531 avg. Phase 2 is now FULLY DEPLOYED — both legs filled ($6,006.25 / $6,050 cap, 99.3%), both protective stops armed. No further buys regardless of price (sizing ceiling reached, hard rule 1).
Plan 1 (original mandate) history: fully closed 2026-07-16/07-17 via GM Rule-1 trailing stops. Net realized P&L +$26.72 (+0.45% on $5,948.28 deployed). This is separate from and unaffected by Phase 2.
Phase 2 Path 3 risk controls armed: support stop-markets ($25.50 VERA / $17.75 VRDN) placed immediately on fill (secondary backup); tiered take-profit at +15/+30/+50% gain from cost; trailing 7% stop activates only after Tier-1 fires; $5,700 portfolio hard floor (raised from $5,650, now the PRIMARY defense — sell both if breached, ~-5.4% max loss); 90-day no-move cutoff. Phase 2 exits are terminal — no protective re-entry after a stop-out.
VERA earnings (corrected 08-18): VERA Q2 2026 earnings were reported 2026-08-10 PM (EPS -1.52 beat consensus -1.59 by $0.07, no guidance cut) — a stale "8/21 earnings" date previously in the mandate has been corrected in the rulebook and scheduler config. Next VERA earnings is Q3 2026 (~11-04).
Daily digest emitted at end of each trading day (~12:30 PT / 15:30 ET). Weekly review emitted each Friday afternoon (most recent: 2026-08-14, thesis intact for both names).

Robinhood Plan 1 — Catalyst Cliff (Extended)