| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S (partial) · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Jun 28, 2022 | Sep 12, 2026 |
| AXP — Northwestern Mutual - Joint ⇒ American Express Company (AXP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| ANTM — Northwestern Mutual - Joint ⇒ Anthem, Inc. (ANTM) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual joint · S · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| CMCSA — Northwestern Mutual - Joint ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| DHR — Northwestern Mutual - Joint ⇒ Danaher Corporation (DHR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| HLT — Northwestern Mutual - Joint ⇒ Hilton Worldwide Holdings Inc. (HLT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 77 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| ICE — Northwestern Mutual - Joint ⇒ Intercontinental Exchange Inc. (ICE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 78 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| JNJ — Northwestern Mutual - Joint ⇒ Johnson & Johnson (JNJ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| MNST — Northwestern Mutual - Joint ⇒ Monster Beverage Corporation (MNST) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 84 · Annual joint · S · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| MS — Northwestern Mutual - Joint ⇒ Morgan Stanley (MS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 86 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| PGR — Northwestern Mutual - Joint ⇒ Progressive Corporation (PGR) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Annual joint · S · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| SPGI — Northwestern Mutual - Joint ⇒ S&P Global Inc. (SPGI) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 89 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| TGT — Northwestern Mutual - Joint ⇒ Target Corporation (TGT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| TMUS — Northwestern Mutual - Joint ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| UNP — Northwestern Mutual - Joint ⇒ Union Pacific Corporation (UNP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 9, 2022 | Sep 14, 2026 |
| ANTM — Northwestern Mutual - Joint ⇒ Anthem, Inc. (ANTM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| BLK — Northwestern Mutual - Joint ⇒ BlackRock, Inc. (BLK) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual joint · S (partial) · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| CAT — Northwestern Mutual - Joint ⇒ Caterpillar, Inc. (CAT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Annual joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| C — Northwestern Mutual - Joint ⇒ Citigroup, Inc. (C) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 67 · Annual joint · S · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| MS — Northwestern Mutual - Joint ⇒ Morgan Stanley (MS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 85 · Annual joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| ANTM — Anthem, Inc. (ANTM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| Not reported — blackRock, Inc. (blK) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| C — Citigroup, Inc. (C) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| ATVI — Northwestern Mutual - Joint ⇒ Activision Blizzard, Inc (ATVI) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| CAT — Northwestern Mutual - Joint ⇒ Caterpillar, Inc. (CAT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| GPN — Northwestern Mutual - Joint ⇒ Global Payments Inc. (GPN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| HON — Northwestern Mutual - Joint ⇒ Honeywell International Inc. (HON) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual joint · S (partial) · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| KLAC — Northwestern Mutual - Joint ⇒ KLA Corporation (KLAC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| LMT — Northwestern Mutual - Joint ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| ULTA — Northwestern Mutual - Joint ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| V — Northwestern Mutual - Joint ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 14, 2026 |
| ATVI — Activision blizzard, Inc (ATVI) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — global Payments Inc. (gPN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S (partial) · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — KlA Corporation (KlAC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — lockheed Martin Corporation (lMT) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| Not reported — ulta beauty, Inc. (ulTA) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2021 | Sep 12, 2026 |