| AMD — Spouse's Wells Fargo IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual spouse · S (partial) · $1,001 - $15,000 | Nov 29, 2023 | Sep 14, 2026 |
| AMGN — Spouse's Wells Fargo IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 64 · Annual spouse · P · $15,001 - $50,000 | Nov 29, 2023 | Sep 14, 2026 |
| BX — Spouse's Wells Fargo IRA ⇒ Blackstone Inc. Common Stock (BX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 65 · Annual spouse · P · $15,001 - $50,000 | Nov 29, 2023 | Sep 14, 2026 |
| PANW — Spouse's Wells Fargo IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 66 · Annual spouse · P · $15,001 - $50,000 | Nov 29, 2023 | Sep 14, 2026 |
| VLO — Spouse's Wells Fargo IRA ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 67 · Annual spouse · P · $15,001 - $50,000 | Nov 29, 2023 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 27 · Annual spouse · S · $15,001 - $50,000 | Sep 25, 2023 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Sep 25, 2023 | Sep 12, 2026 |
| PRU — Prudential Financial, Inc. Common Stock (PRU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 44 · Annual spouse · S · $15,001 - $50,000 | Sep 15, 2023 | Sep 14, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 69 · Annual spouse · S · $15,001 - $50,000 | Sep 15, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 37 · Annual not_reported · S (partial) · $15,001 - $50,000 | Sep 15, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · S (partial) · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| BBY — Best Buy Co., Inc. (BBY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Annual spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 14, 2026 |
| PRU — Prudential Financial, Inc. (PRU) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 43 · Annual spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 14, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 68 · Annual spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 14, 2026 |
| BBY — Best Buy Co., Inc. (BBY) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 12, 2026 |
| PRU — Prudential Financial, Inc. (PRU) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 12, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr spouse · P · $15,001 - $50,000 | Aug 22, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Annual not_reported · S · $15,001 - $50,000 | Aug 16, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 10 · Annual spouse · S · $15,001 - $50,000 | Aug 14, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 13 · Annual spouse · S · $15,001 - $50,000 | Aug 14, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 17 · Annual spouse · S · $15,001 - $50,000 | Aug 14, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 2 · Annual spouse · S · $15,001 - $50,000 | Aug 14, 2023 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · P · $1,001 - $15,000 | Aug 9, 2023 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 25 · Annual spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 14, 2026 |
| CC — Chemours Company (CC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 31 · Annual not_reported · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 14, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 32 · Annual not_reported · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 14, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 45 · Annual spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Multiple owners | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 77 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 78 · Annual spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Aug 9, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 12, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 10 · Ptr spouse · P · $15,001 - $50,000 | Aug 9, 2023 | Sep 12, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 40 · Annual not_reported · S (partial) · $15,001 - $50,000 | Jul 21, 2023 | Sep 12, 2026 |
| CI — The Cigna Group (CI) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 75 · Annual not_reported · S (partial) · $15,001 - $50,000 | Jul 21, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 23 · Annual spouse · S · $15,001 - $50,000 | Jul 17, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr not_reported · S · $15,001 - $50,000 Original ↗ · Row 24 · Annual not_reported · S · $15,001 - $50,000 | Jul 14, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Annual spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Annual spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Annual spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 14, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 30 · Annual spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr spouse · S (partial) · $1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 6, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · P · $1,001 - $15,000 | Jul 6, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr spouse · P · $15,001 - $50,000 | Jul 6, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr spouse · S (partial) · $1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 6, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 1, 2023 | Sep 12, 2026 |