| MU — Micron Technology | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FBIN — Fortune Brands Innovations Inc | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Full) · $1,001 - $15,000 | May 30, 2025 | Sep 11, 2026 |
| RTX — Raytheon Technologies Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Purchase · $1,001 - $15,000 | May 30, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Purchase · $1,001 - $15,000 | May 30, 2025 | Sep 11, 2026 |
| NRG — NRG Energy | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | May 20, 2025 | Sep 11, 2026 |
| LOW — Lowe's Companies | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | May 20, 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 | May 20, 2025 | Sep 11, 2026 |
| DTE — Dte Energy Company | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Sale (Full) · $1,001 - $15,000 | May 20, 2025 | Sep 11, 2026 |
| HD — Home Depot | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Purchase · $1,001 - $15,000 | May 20, 2025 | Sep 11, 2026 |
| ATO — Atmos Energy Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Purchase · $1,001 - $15,000 | May 20, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · Purchase · $1,001 - $15,000 | May 20, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | May 16, 2025 | Sep 11, 2026 |
| HD — Home Depot | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Purchase · $1,001 - $15,000 | May 16, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · Purchase · $1,001 - $15,000 | May 16, 2025 | Sep 11, 2026 |
| VLO — Valero Energy Corp | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Full) · $1,001 - $15,000 | May 13, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Purchase · $1,001 - $15,000 | May 13, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | May 13, 2025 | Sep 11, 2026 |
| CRM — Salesforce Inc | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Apr 22, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 22, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Apr 16, 2025 | Sep 11, 2026 |
| GILD — Gilead Sciences Inc | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Apr 16, 2025 | Sep 11, 2026 |
| AMAT — Applied Materials | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Apr 16, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 16, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 16, 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 | Apr 16, 2025 | Sep 11, 2026 |
| BAC — Bank of America Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 15, 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 | Apr 8, 2025 | Sep 11, 2026 |
| COLPAL — COLGATE PALMOLIVE LTD. | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| CBOE — Cboe Global Markets, Inc. Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · Purchase · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| AMAT — Applied Materials | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Purchase · $1,001 - $15,000 | Mar 19, 2025 | Sep 11, 2026 |
| DTE — Dte Energy Company | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Mar 19, 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 | Feb 26, 2025 | Sep 11, 2026 |
| MSI — Motorola Solutions | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 26, 2025 | Sep 11, 2026 |
| ECL — Ecolab Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 26, 2025 | Sep 11, 2026 |
| AXP — American Express Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 26, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 26, 2025 | Sep 11, 2026 |
| EMLP — First Trust North American Energy Infrastructure F | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Feb 26, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 14, 2025 | Sep 11, 2026 |
| BSX — Boston Scientific Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 13, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 13, 2025 | Sep 11, 2026 |
| PFE — Pfizer Inc | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Feb 13, 2025 | Sep 11, 2026 |
| DIS — Walt Disney Company | Joint | Sale (full)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · Sale (Full) · $1,001 - $15,000 | Feb 13, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| MA — Mastercard Inc | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| AXP — American Express Company | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · Purchase · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| BAC — Bank of America Corp | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · Sale (Partial) · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |