| NHI — National Health Investors, Inc. (NHI) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr joint · S · $50,001 - $100,000 Original ↗ · Row 198 · Annual joint · S · $50,001 - $100,000 | Jan 28, 2022 | Sep 12, 2026 |
| ILPT — Industrial Logistics Properties Trust - Common Shares of Beneficial Interest (ILPT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 152 · Annual joint · S · $50,001 - $100,000 | Jan 27, 2022 | Sep 14, 2026 |
| Not reported — Industrial logistics Properties Trust - Common Shares of Beneficial Interest (IlPT) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 15 · Ptr joint · S · $50,001 - $100,000 | Jan 27, 2022 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 39 · Annual joint · P · $15,001 - $50,000 | Jan 26, 2022 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · P · $15,001 - $50,000 | Jan 26, 2022 | Sep 12, 2026 |
| MSI — Motorola Solutions, Inc. (MSI) [ST] | Joint | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 18 · Ptr joint · S (partial) · $15,001 - $50,000 Original ↗ · Row 191 · Annual joint · S (partial) · $15,001 - $50,000 | Jan 26, 2022 | Sep 12, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 29 · Annual joint · P · $15,001 - $50,000 | Jan 25, 2022 | Sep 14, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · P · $15,001 - $50,000 | Jan 25, 2022 | Sep 12, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Annual joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 14, 2026 |
| CAG — ConAgra Brands, Inc. (CAG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 76 · Annual joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 14, 2026 |
| EPD — Enterprise Products Partners L.P. (EPD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 87 · Annual joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 14, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 12, 2026 |
| BXMT — Blackstone Mortgage Trust, Inc. (BXMT) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr joint · S · $50,001 - $100,000 Original ↗ · Row 47 · Annual joint · S · $50,001 - $100,000 | Jan 24, 2022 | Sep 12, 2026 |
| Not reported — ConAgra Brands, Inc. (CAg) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 12, 2026 |
| EPD — Enterprise Products Partners l.P. (EPD) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 12, 2026 |
| PSXP — Phillips 66 Partners lP Common units representing limited partner interest in the Partnership (PSXP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 24 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 224 · Annual joint · P · $15,001 - $50,000 | Jan 24, 2022 | Sep 12, 2026 |
| VIASP — Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 27 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 293 · Annual joint · P · $1,001 - $15,000 | Jan 24, 2022 | Sep 12, 2026 |
| FSP — Franklin Street Properties Corp. (FSP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 110 · Annual joint · P · $50,001 - $100,000 | Jan 21, 2022 | Sep 14, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 192 · Annual joint · S · $50,001 - $100,000 | Jan 21, 2022 | Sep 14, 2026 |
| FSP — Franklin Street Properties Corp. (FSP) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 12 · Ptr joint · P · $50,001 - $100,000 | Jan 21, 2022 | Sep 12, 2026 |
| Not reported — National Fuel gas Company (NFg) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 19 · Ptr joint · S · $50,001 - $100,000 | Jan 21, 2022 | Sep 12, 2026 |
| PAA — Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 25 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 227 · Annual joint · P · $15,001 - $50,000 | Jan 21, 2022 | Sep 12, 2026 |
| OLP — One Liberty Properties, Inc. (OLP) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 217 · Annual joint · S · $100,001 - $250,000 | Jan 20, 2022 | Sep 14, 2026 |
| Not reported — One liberty Properties, Inc. (OlP) [ST] | Joint | SaleSource rows (1)$100,001 - $250,000 Original ↗ · Row 21 · Ptr joint · S · $100,001 - $250,000 | Jan 20, 2022 | Sep 12, 2026 |
| BXMT — Blackstone Mortgage Trust, Inc. (BXMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual joint · P · $1,001 - $15,000 | Jan 18, 2022 | Sep 14, 2026 |
| BXMT — Blackstone Mortgage Trust, Inc. (BXMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Jan 18, 2022 | Sep 12, 2026 |
| GSK — GlaxoSmithKline PLC (GSK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Annual joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| Not reported — glaxoSmithKline PlC (gSK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual joint · P · $1,001 - $15,000 | Jan 11, 2022 | Sep 14, 2026 |
| PM — Philip Morris International Inc (PM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 221 · Annual joint · P · $1,001 - $15,000 | Jan 11, 2022 | Sep 14, 2026 |
| MO — Altria group, Inc. (MO) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Jan 11, 2022 | Sep 12, 2026 |
| PM — Philip Morris International Inc (PM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · P · $1,001 - $15,000 | Jan 11, 2022 | Sep 12, 2026 |
| OLP — One Liberty Properties, Inc. (OLP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 216 · Annual joint · P · $1,001 - $15,000 | Jan 6, 2022 | Sep 14, 2026 |
| Not reported — One liberty Properties, Inc. (OlP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · P · $1,001 - $15,000 | Jan 6, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 182 · Annual joint · P · $15,001 - $50,000 | Jan 5, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Ptr joint · P · $15,001 - $50,000 | Jan 5, 2022 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 58 · Annual joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 14, 2026 |
| CAG — ConAgra Brands, Inc. (CAG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 75 · Annual joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 14, 2026 |
| MSI — Motorola Solutions, Inc. (MSI) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 190 · Annual joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 14, 2026 |
| PPL — PPL Corporation (PPL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 231 · Annual joint · P · $1,001 - $15,000 | Jan 3, 2022 | Sep 14, 2026 |
| Not reported — Broadcom Inc. (AVgO) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 12, 2026 |
| Not reported — ConAgra Brands, Inc. (CAg) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 12, 2026 |
| MSI — Motorola Solutions, Inc. (MSI) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Ptr joint · P · $15,001 - $50,000 | Jan 3, 2022 | Sep 12, 2026 |
| Not reported — PPl Corporation (PPl) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr joint · P · $1,001 - $15,000 | Jan 3, 2022 | Sep 12, 2026 |
| Not reported — Sculptor Capital Management, Inc. Class A (SCu) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Dec 25, 2021 | Sep 12, 2026 |
| BP — BP p.l.c. (BP) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr joint · S · $100,001 - $250,000 Original ↗ · Row 24 · Annual joint · S · $100,001 - $250,000 | Dec 23, 2021 | Sep 12, 2026 |
| SCU — Sculptor Capital Management, Inc. Class A (SCU) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 77 · Annual joint · S · $15,001 - $50,000 | Dec 20, 2021 | Sep 14, 2026 |
| BP — BP p.l.c. (BP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 25 · Annual joint · P · $1,001 - $15,000 | Dec 20, 2021 | Sep 12, 2026 |
| Not reported — Sculptor Capital Management, Inc. Class A (SCu) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · S · $15,001 - $50,000 | Dec 20, 2021 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 37 · Annual joint · P · $1,001 - $15,000 | Dec 13, 2021 | Sep 12, 2026 |