| GILD — Gilead Sciences, Inc. (GILD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 12, 2026 |
| PWR — Quanta Services, Inc. (PWR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 12, 2026 |
| AMAT — John Marshall Collins Rollover IRA ⇒ Applied Materials, Inc. (AMAT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · S · $1,001 - $15,000 | Aug 25, 2022 | Sep 14, 2026 |
| CRL — John Marshall Collins Rollover IRA ⇒ Charles River Laboratories International, Inc. (CRL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual spouse · S · $1,001 - $15,000 | Aug 25, 2022 | Sep 14, 2026 |
| EXPE — John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · S · $1,001 - $15,000 | Aug 25, 2022 | Sep 14, 2026 |
| DIS — John Marshall Collins Rollover IRA ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · P · $1,001 - $15,000 | Aug 25, 2022 | Sep 14, 2026 |
| AMAT — Applied Materials, Inc. (AMAT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Aug 25, 2022 | Sep 12, 2026 |
| CRL — Charles River Laboratories International, Inc. (CRL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000 | Aug 25, 2022 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Aug 25, 2022 | Sep 12, 2026 |
| ALLY — John Marshall Collins Rollover IRA ⇒ Ally Financial Inc. (ALLY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · S · $1,001 - $15,000 | Jun 15, 2022 | Sep 14, 2026 |
| ALLY — Ally Financial Inc. (ALLY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Jun 15, 2022 | Sep 12, 2026 |
| SYF — John Marshall Collins Rollover IRA ⇒ Synchrony Financial (SYF) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S · $1,001 - $15,000 | Apr 28, 2022 | Sep 14, 2026 |
| UNP — John Marshall Collins Rollover IRA ⇒ Union Pacific Corporation (UNP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 26 · Annual spouse · P · $15,001 - $50,000 | Apr 4, 2022 | Sep 14, 2026 |
| AMZN — John Marshall Collins Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2021 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Oct 15, 2021 | Sep 12, 2026 |
| LCID — Collins/Lofgren Family Trust ⇒ Lucid Group, Inc. (LCID) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual joint · P · $1,001 - $15,000 | Oct 13, 2021 | Sep 14, 2026 |
| HD — John Marshall Collins Rollover IRA ⇒ Home Depot, Inc. (HD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 14, 2026 |
| PFE — John Marshall Collins Rollover IRA ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 81 · Annual spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 14, 2026 |
| WMT — John Marshall Collins Rollover IRA ⇒ Walmart Inc. (WMT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 12, 2026 |
| LCID — Lucid group, Inc. (LCID) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Oct 13, 2021 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · S · $1,001 - $15,000 | Oct 13, 2021 | Sep 12, 2026 |
| AMZN — John Marshall Collins Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| AEP — John Marshall Collins Rollover IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| AWK — John Marshall Collins Rollover IRA ⇒ American Water Works Company, Inc. (AWK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| AMAT — John Marshall Collins Rollover IRA ⇒ Applied Materials, Inc. (AMAT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| ASML — John Marshall Collins Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| T — John Marshall Collins Rollover IRA ⇒ AT&T Inc. (T) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| BCE — John Marshall Collins Rollover IRA ⇒ BCE, Inc. (BCE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| CRL — John Marshall Collins Rollover IRA ⇒ Charles River Laboratories International, Inc. (CRL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| CSCO — John Marshall Collins Rollover IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| DHR — John Marshall Collins Rollover IRA ⇒ Danaher Corporation (DHR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| EQIX — John Marshall Collins Rollover IRA ⇒ Equinix, Inc. (EQIX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| ES — John Marshall Collins Rollover IRA ⇒ Eversource Energy (ES) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| EXPE — John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| FITB — John Marshall Collins Rollover IRA ⇒ Fifth Third Bancorp (FITB) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| FHN — John Marshall Collins Rollover IRA ⇒ First Horizon Corporation (FHN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| GIS — John Marshall Collins Rollover IRA ⇒ General Mills, Inc. (GIS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| HIG — John Marshall Collins Rollover IRA ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| HCA — John Marshall Collins Rollover IRA ⇒ HCA Healthcare, Inc. (HCA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| MA — John Marshall Collins Rollover IRA ⇒ Mastercard Incorporated (MA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| MDNDF — John Marshall Collins Rollover IRA ⇒ McDonalds Company Ltd Tokyo Ordinary Shares (MDNDF) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| MRK — John Marshall Collins Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| NNN — John Marshall Collins Rollover IRA ⇒ National Retail Properties (NNN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| NWL — John Marshall Collins Rollover IRA ⇒ Newell Brands Inc. (NWL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 74 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| NEE — John Marshall Collins Rollover IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 75 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| ODFL — John Marshall Collins Rollover IRA ⇒ Old Dominion Freight Line, Inc. (ODFL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 78 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| PEP — John Marshall Collins Rollover IRA ⇒ Pepsico, Inc. (PEP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| PFE — John Marshall Collins Rollover IRA ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Annual spouse · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |