| CHTR — Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | Multiple owners | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr dependent · E · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · E · $1,001 - $15,000 | Aug 20, 2026 | Sep 21, 2026 |
| LBRDK — Liberty Broadband Corporation - Class C Common Stock (LBRDK) [ST] | Multiple owners | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr not_reported · E · $1,001 - $15,000 Original ↗ · Row 4 · Ptr dependent · E · $1,001 - $15,000 | Aug 20, 2026 | Sep 21, 2026 |
| UHALB — Amerco - Series N Non-Voting (UHALB) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| DMLP — Dorchester Minerals, L.P. - Common Units Representing Limited Partnership Interests (DMLP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| EPD — Enterprise Products Partners L.P. Common Stock (EPD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| KRP — Kimbell Royalty Partners Common Units Representing Limited Partner Interests (KRP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| VNOM — Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000 | Mar 13, 2026 | Sep 11, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Feb 10, 2026 | Sep 11, 2026 |
| SIRI — SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · S · $1,001 - $15,000 | Jan 13, 2026 | Sep 11, 2026 |
| FNF — Fidelity National Financial, Inc. Common Stock (FNF) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Jan 12, 2026 | Sep 11, 2026 |
| LLYVK — CP Roth IRA ⇒ DC Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · E · $1,001 - $15,000 | Dec 16, 2025 | Sep 14, 2026 |
| FWONK — CP Roth IRA ⇒ Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] | Dependent | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual dependent · E · $1,001 - $15,000 | Dec 16, 2025 | Sep 14, 2026 |
| FWONK — Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] | Dependent | ExchangeSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr dependent · E · $1,001 - $15,000 | Dec 16, 2025 | Sep 11, 2026 |
| LLYVK — Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | Dependent | ExchangeSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · E · $1,001 - $15,000 | Dec 16, 2025 | Sep 11, 2026 |
| SIRI — Roth IRA ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 14, 2026 |
| DIS — Roth IRA ⇒ Walt Disney Company (DIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 14, 2026 |
| LLYVK — Roth IRA ⇒ Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 14, 2026 |
| LLYVK — Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 11, 2026 |
| SIRI — SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 11, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S · $1,001 - $15,000 | Jul 1, 2025 | Sep 11, 2026 |
| WBD — RBC Roth IRA ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual spouse · S · $1,001 - $15,000 | Jan 13, 2025 | Sep 14, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| SIRI — RBC Roth IRA ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Spouse | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual spouse · E · $1,001 - $15,000 | Sep 10, 2024 | Sep 14, 2026 |
| SIRI — Roth IRA ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · E · $1,001 - $15,000 | Sep 10, 2024 | Sep 14, 2026 |
| SIRI — SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | Multiple owners | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr spouse · E · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · E · $1,001 - $15,000 | Sep 10, 2024 | Sep 11, 2026 |
| LSXMK — IRA Roth ⇒ Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 | Apr 12, 2022 | Sep 14, 2026 |
| MSFT — IRA Roth ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Annual not_reported · S · $15,001 - $50,000 | Apr 12, 2022 | Sep 14, 2026 |
| WBD — IRA Roth ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 | Apr 12, 2022 | Sep 14, 2026 |
| LSXMK — Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Apr 12, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S · $15,001 - $50,000 | Apr 12, 2022 | Sep 12, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Apr 12, 2022 | Sep 12, 2026 |
| WBD — IRA Roth ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · E · $1,001 - $15,000 | Apr 11, 2022 | Sep 14, 2026 |
| WBD — RBC IRA ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Spouse | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · E · $1,001 - $15,000 | Apr 11, 2022 | Sep 14, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Multiple owners | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr not_reported · E · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · E · $1,001 - $15,000 | Apr 11, 2022 | Sep 12, 2026 |