| AAPL — Apple Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · Purchase · $1,001 - $15,000 | Jan 15, 2026 | Sep 11, 2026 |
| OMC — Omnicom Group Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jan 15, 2026 | Sep 11, 2026 |
| NFLX — Netflix Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · Purchase · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| DIS — Walt Disney Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · Purchase · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| SMCI — Super Micro Computer, Inc. - Common Stock | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Dec 31, 2025 | Sep 11, 2026 |
| WFC — Wells Fargo & Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 17, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 17, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 17, 2025 | Sep 11, 2026 |
| MSI — Motorola Solutions, Inc. Common Stock | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Dec 17, 2025 | Sep 11, 2026 |
| BSX — Boston Scientific Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Dec 17, 2025 | Sep 11, 2026 |
| SMCI — Super Micro Computer | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 11, 2025 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Dec 11, 2025 | Sep 11, 2026 |
| PYPL — Paypal Holdings | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Nov 21, 2025 | Sep 11, 2026 |
| LLY — Eli Lilly and Company | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Nov 21, 2025 | Sep 11, 2026 |
| FISV — Fiserv Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Nov 21, 2025 | Sep 11, 2026 |
| Not reported — META | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Purchase · $1,001 - $15,000 | Nov 13, 2025 | Sep 11, 2026 |
| ANET — Arista Networks Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · Purchase · $1,001 - $15,000 | Nov 13, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · Purchase · $1,001 - $15,000 | Nov 13, 2025 | Sep 11, 2026 |
| CRM — Salesforce Inc | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Nov 13, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Purchase · $1,001 - $15,000 | Oct 31, 2025 | Sep 11, 2026 |
| OMC — Omnicom Group Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Oct 31, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Oct 9, 2025 | Sep 11, 2026 |
| COLPAL — COLGATE PALMOLIVE LTD. | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Oct 9, 2025 | Sep 11, 2026 |
| EMLP — First Trust North American Energy Infrastructure F | Joint | Sale (full)Source rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · Sale (Full) · $15,001 - $50,000 | Oct 3, 2025 | Sep 11, 2026 |
| IQV — Iqvia Holdings Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Oct 2, 2025 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Sep 17, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Purchase · $1,001 - $15,000 | Sep 17, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Sep 12, 2025 | Sep 11, 2026 |
| ETN — Eaton Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Purchase · $1,001 - $15,000 | Sep 12, 2025 | Sep 11, 2026 |
| ADBE — Adobe Systems Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Sep 4, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Purchase · $1,001 - $15,000 | Aug 22, 2025 | Sep 11, 2026 |
| LLY — Eli Lilly and Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Aug 22, 2025 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Aug 22, 2025 | Sep 11, 2026 |
| ABBV — Abbvie Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Aug 22, 2025 | Sep 11, 2026 |
| LLY — Eli Lilly and Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Purchase · $1,001 - $15,000 | Aug 11, 2025 | Sep 11, 2026 |
| ABBV — Abbvie Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Aug 11, 2025 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. - Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr joint · Purchase · $1,001 - $15,000 | Aug 7, 2025 | Sep 11, 2026 |
| EMLP — First Trust North American Energy Infrastructure F | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Aug 1, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Purchase · $1,001 - $15,000 | Jul 31, 2025 | Sep 11, 2026 |
| GE — General Electric Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Purchase · $1,001 - $15,000 | Jul 31, 2025 | Sep 11, 2026 |
| MDLZ — Mondelez Intl Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jul 31, 2025 | Sep 11, 2026 |
| GD — General Dynamics Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jul 31, 2025 | Sep 11, 2026 |
| Not reported — BRK-B - Berkshire Hathaway Inc Class B | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Jul 24, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jul 24, 2025 | Sep 11, 2026 |
| MU — Micron Technology | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jul 1, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Purchase · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |