| RMD — ResMed Inc. Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| TU — Telus Corporation Ordinary Shares | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| HOLX — Hologic, Inc. - Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| EQNR — Equinor ASA | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| DLR — Digital Realty Trust, Inc. Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| BSM — Black Stone Minerals, L.P. Common units representi | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| ATKR — Atkore Inc. Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| BHP — BHP Group Limited American Depositary Shares (Each | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| AXS — Axis Capital Holdings Limited Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| CME — CME Group Inc. - Class A Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| MCD — McDonald's Corporation Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| CVS — CVS Health Corporation Common Stock | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| AMT — American Tower Corporation (REIT) Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 11, 2023 | Oct 30, 2026 |
| MAXR — Maxar Technologies Inc | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Jan 4, 2023 | Oct 30, 2026 |
| MGM — MGM Resorts International Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 4, 2023 | Oct 30, 2026 |
| WIW — Western Asset Inflation-Linked Opportunities & Inc | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Nov 29, 2022 | Oct 30, 2026 |
| WIW — Western Asset Inflation-Linked Opportunities & Inc | Spouse | Sale (full)Source rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr spouse · Sale (Full) · $15,001 - $50,000 | Nov 15, 2022 | Oct 30, 2026 |
| WIW — Western Asset Inflation-Linked Opportunities & Inc | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Nov 8, 2022 | Oct 30, 2026 |
| LDP — Cohen & Steers Limited Duration Preferred and Inco | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Nov 8, 2022 | Oct 30, 2026 |
| BMN — BlackRock 2037 Municipal Target Term Trust Common | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr spouse · Purchase · $1,001 - $15,000 | Oct 27, 2022 | Oct 30, 2026 |
| LDP — Cohen & Steers Limited Duration Preferred and Inco | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| INTC — Intel Corporation - Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| DIS — Walt Disney Company (The) Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| MPT — Medical Properties Trust, Inc. common stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · Purchase · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| CVS — CVS Health Corporation Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · Purchase · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| DLR — Digital Realty Trust, Inc. Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| VZ — Verizon Communications Inc. Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| ABT — Abbott Laboratories Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr spouse · Purchase · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr spouse · Purchase · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| GMRE — Global Medical REIT Inc. Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 17, 2022 | Oct 30, 2026 |
| HQL — TeklaLife Sciences Investors Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Oct 4, 2022 | Oct 30, 2026 |
| SQM — Sociedad Quimica y Minera S.A. Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Sep 8, 2022 | Oct 30, 2026 |
| FAST — Fastenal Company - Common Stock | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | Aug 18, 2022 | Oct 30, 2026 |
| SQM — Sociedad Quimica y Minera S.A. Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · Purchase · $1,001 - $15,000 | Aug 18, 2022 | Oct 30, 2026 |
| JCI — Johnson Controls International plc Ordinary Share | Spouse | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · Sale (Full) · $1,001 - $15,000 | May 16, 2022 | Oct 30, 2026 |
| MAXR — Maxar Technologies Inc | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Mar 7, 2022 | Oct 30, 2026 |
| WIW — Western Asset Inflation-Linked Opportunities & Inc | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 31, 2022 | Oct 30, 2026 |
| NVDA — NVIDIA Corporation - Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 31, 2022 | Oct 30, 2026 |
| SI — Silvergate Capital Corporation Class A Common Stoc | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 31, 2022 | Oct 30, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 19, 2022 | Oct 30, 2026 |
| TTE — TotalEnergies SE | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| DLR — Digital Realty Trust, Inc. Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| AQN — Algonquin Power and Utilities Corp | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| GMRE — Global Medical REIT Inc. Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| JCI — Johnson Controls International plc Ordinary Share | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| GLAD — Gladstone Capital Corporation - Common Stock | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr spouse · Sale (Partial) · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |
| JNJ — Johnson & Johnson Common Stock | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · Purchase · $1,001 - $15,000 | Jan 18, 2022 | Oct 30, 2026 |