| UA — Under Armour, Inc. Class C Common Stock (UA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · S · $1,001 - $15,000 | Feb 10, 2026 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| BAC — Bank of America Corporation Common Stock (BAC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 14, 2026 |
| BA — Boeing Company (BA) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 19 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 14, 2026 |
| WFC — Wells Fargo & Company Common Stock (WFC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| BAC — Bank of America Corporation Common Stock (BAC) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| BA — Boeing Company (BA) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 15 · Annual joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 11, 2026 |
| UA — Under Armour, Inc. Class C Common Stock (UA) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Feb 7, 2025 | Sep 11, 2026 |
| WFC — Wells Fargo & Company Common Stock (WFC) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Ptr joint · P · $15,001 - $50,000 | Feb 7, 2025 | Sep 11, 2026 |