| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Jul 14, 2026 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2026 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Jun 10, 2026 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | May 8, 2026 | Sep 11, 2026 |
| AXP — American Express Company Common Stock (AXP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | May 8, 2026 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | May 8, 2026 | Sep 11, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Apr 16, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · S · $15,001 - $50,000 | Apr 16, 2026 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr spouse · S · $15,001 - $50,000 | Apr 16, 2026 | Sep 11, 2026 |
| SPGI — S&P Global Inc. Common Stock (SPGI) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr spouse · S · $15,001 - $50,000 | Apr 16, 2026 | Sep 11, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr spouse · S · $50,001 - $100,000 | Apr 15, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Feb 19, 2026 | Sep 11, 2026 |
| KMI — Kinder Morgan, Inc. Common Stock (KMI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Feb 19, 2026 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 | Feb 19, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Feb 18, 2026 | Sep 11, 2026 |
| AWK — American Water Works Company, Inc. Common Stock (AWK) [ST] | Spouse | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr spouse · S · $50,001 - $100,000 | Jan 14, 2026 | Sep 11, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Jan 14, 2026 | Sep 11, 2026 |
| SPGI — S&P Global Inc. Common Stock (SPGI) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · P · $15,001 - $50,000 | Jan 14, 2026 | Sep 11, 2026 |
| NFLX — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual spouse · S · $1,001 - $15,000 | Dec 12, 2025 | Sep 14, 2026 |
| FERG — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Annual spouse · P · $15,001 - $50,000 | Dec 12, 2025 | Sep 14, 2026 |
| FERG — Ferguson Enterprises Inc. Common Stock (FERG) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Dec 12, 2025 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000 | Dec 12, 2025 | Sep 11, 2026 |
| CHD — LIVTR ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Annual spouse · S (partial) · $15,001 - $50,000 | Oct 10, 2025 | Sep 14, 2026 |
| CHD — Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Oct 10, 2025 | Sep 11, 2026 |
| ACN — LIVTR ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · S (partial) · $1,001 - $15,000 | Sep 12, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Sep 12, 2025 | Sep 11, 2026 |
| ACN — LIVTR ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · S (partial) · $1,001 - $15,000 | Aug 19, 2025 | Sep 14, 2026 |
| ATO — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Annual spouse · P · $15,001 - $50,000 | Aug 19, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Aug 19, 2025 | Sep 11, 2026 |
| ATO — Atmos Energy Corporation Common Stock (ATO) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · P · $15,001 - $50,000 | Aug 19, 2025 | Sep 11, 2026 |
| SCHW — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Annual spouse · P · $15,001 - $50,000 | Jul 10, 2025 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Jul 10, 2025 | Sep 11, 2026 |
| GOOGL — LIVTR ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 9, 2025 | Sep 14, 2026 |
| INTU — R.W. Allen & Associates, Inc. ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 | Jun 20, 2025 | Sep 14, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Jun 20, 2025 | Sep 11, 2026 |
| TMO — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Annual spouse · S · $15,001 - $50,000 | May 16, 2025 | Sep 14, 2026 |
| NFLX — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Annual spouse · P · $15,001 - $50,000 | May 16, 2025 | Sep 14, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | May 16, 2025 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | May 16, 2025 | Sep 11, 2026 |
| TMO — R.W. Allen & Associates, Inc. ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Annual spouse · S (partial) · $15,001 - $50,000 | Apr 11, 2025 | Sep 14, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Apr 11, 2025 | Sep 11, 2026 |
| AZO — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Annual spouse · P · $15,001 - $50,000 | Jan 17, 2025 | Sep 14, 2026 |
| AZO — AutoZone, Inc. Common Stock (AZO) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Jan 17, 2025 | Sep 11, 2026 |
| ROL — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Rollins, Inc. Common Stock (ROL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Annual spouse · P · $15,001 - $50,000 | Dec 12, 2024 | Sep 14, 2026 |
| ROL — Rollins, Inc. Common Stock (ROL) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Dec 12, 2024 | Sep 11, 2026 |
| SCHW — R.W. Allen & Associates, Inc. ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Annual spouse · S · $15,001 - $50,000 | Sep 12, 2024 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Sep 12, 2024 | Sep 11, 2026 |
| DE — LIVTR ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual spouse · S · $1,001 - $15,000 | Aug 14, 2024 | Sep 14, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Aug 14, 2024 | Sep 11, 2026 |