| UNH — Unitedhealth Group Inc | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr joint · Purchase · $50,001 - $100,000 | Feb 25, 2026 | Oct 30, 2026 |
| INTU — Intuit Inc | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · Sale · $15,001 - $50,000 | Feb 25, 2026 | Oct 30, 2026 |
| AZO — AutoZone Inc | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 3 · Ptr joint · Sale · $50,001 - $100,000 | Feb 25, 2026 | Oct 30, 2026 |
| ADBE — Adobe Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| DELL — Dell Technologies Inc | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · Sale · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| FCFS — FirstCash Holdings Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| MTZ — MasTec Inc | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · Sale · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| LRN — Stride Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| MCK — McKesson Corp | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| AIT — Applied Industrial Technologies Inc | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Sale · $1,001 - $15,000 | Feb 4, 2026 | Oct 30, 2026 |
| APG — APi Group Corp | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| IRM — Iron Mountain Inc | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · Sale · $1,001 - $15,000 | Feb 4, 2026 | Oct 30, 2026 |
| AMKR — Amkor Technology Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| CRS — Carpenter Technology Corp | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| GS — The Goldman Sachs Group Inc | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Ptr joint · Sale · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| MPWR — Monolithic Power Systems Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| C — Citigroup Inc | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr joint · Purchase · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| COHR — Coherent Corp | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Ptr joint · Sale · $15,001 - $50,000 | Feb 4, 2026 | Oct 30, 2026 |
| CRS — Carpenter Technology Corporation Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 8 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| LRN — Stride, Inc. Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 2 · Ptr spouse · Purchase · $15,001 - $50,000 Original ↗ · Row 10 · Ptr self · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| MCK — McKesson Corporation Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 3 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 13 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| FCFS — FirstCash Holdings, Inc. - Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 4 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 17 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| AMKR — Amkor Technology, Inc. - Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 5 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 20 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| C — Citigroup Inc | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 6 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 11 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| VSEC — VSE Corporation - Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 7 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 14 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| MPWR — Monolithic Power Systems, Inc. - Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 9 · Ptr self · Purchase · $15,001 - $50,000 Original ↗ · Row 19 · Ptr spouse · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| ADBE — Adobe Inc. - Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 12 · Ptr spouse · Purchase · $15,001 - $50,000 Original ↗ · Row 18 · Ptr self · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| APG — APi Group Corporation Common Stock | Multiple owners | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 15 · Ptr spouse · Purchase · $15,001 - $50,000 Original ↗ · Row 16 · Ptr self · Purchase · $15,001 - $50,000 | Jan 5, 2026 | Oct 30, 2026 |
| ELV — Elevance Health, Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| MA — Mastercard Incorporated Common Stock | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr joint · Purchase · $50,001 - $100,000 | Dec 29, 2025 | Oct 30, 2026 |
| HLT — Hilton Worldwide Holdings Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| AXP — American Express Company Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 29, 2025 | Oct 30, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| CAT — Caterpillar, Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| DE — Deere & Company Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| MSFT — Microsoft Corporation - Common Stock | Joint | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 8 · Ptr joint · Purchase · $100,001 - $250,000 | Dec 29, 2025 | Oct 30, 2026 |
| HD — Home Depot, Inc. (The) Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| COST — Costco Wholesale Corporation - Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| AAPL — Apple Inc. - Common Stock | Joint | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 12 · Ptr joint · Purchase · $100,001 - $250,000 | Dec 29, 2025 | Oct 30, 2026 |
| CRM — Salesforce, Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| GS — Goldman Sachs Group, Inc. (The) Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| CVX — Chevron Corporation Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| COP — ConocoPhillips Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| IQV — IQVIA Holdings, Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| NOW — ServiceNow, Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| INTU — Intuit Inc. - Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 19 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 20 · Ptr joint · Purchase · $50,001 - $100,000 | Dec 29, 2025 | Oct 30, 2026 |
| ICE — Intercontinental Exchange Inc. Common Stock | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Ptr joint · Purchase · $15,001 - $50,000 | Dec 29, 2025 | Oct 30, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock | Joint | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 22 · Ptr joint · Purchase · $100,001 - $250,000 | Dec 29, 2025 | Oct 30, 2026 |