| GSK — GSK plc American Depositary Shares (GSK) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 25 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 137 · Annual joint · P · $15,001 - $50,000 | Aug 5, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 35 · Ptr joint · P · $15,001 - $50,000 | Aug 5, 2022 | Sep 12, 2026 |
| VGR — Vector Group Ltd. (VGR) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 51 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 285 · Annual joint · P · $15,001 - $50,000 | Aug 5, 2022 | Sep 12, 2026 |
| AA — Alcoa Corporation (AA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 102 · Annual joint · P · $15,001 - $50,000 | Aug 4, 2022 | Sep 14, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 185 · Annual joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 14, 2026 |
| AA — Alcoa Corporation (AA) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr joint · P · $15,001 - $50,000 | Aug 4, 2022 | Sep 12, 2026 |
| HES — Hess Corporation (HES) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 28 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 150 · Annual joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 12, 2026 |
| VGR — Vector Group Ltd. (VGR) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 50 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 284 · Annual joint · P · $1,001 - $15,000 | Aug 4, 2022 | Sep 12, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Annual joint · P · $1,001 - $15,000 | Aug 3, 2022 | Sep 14, 2026 |
| HES — Hess Corporation (HES) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 27 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 149 · Annual joint · P · $15,001 - $50,000 | Aug 3, 2022 | Sep 12, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Ptr joint · P · $1,001 - $15,000 | Aug 3, 2022 | Sep 12, 2026 |
| AA — Alcoa Corporation (AA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual joint · P · $1,001 - $15,000 | Aug 2, 2022 | Sep 14, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 193 · Annual joint · P · $15,001 - $50,000 | Aug 2, 2022 | Sep 14, 2026 |
| AA — Alcoa Corporation (AA) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Aug 2, 2022 | Sep 12, 2026 |
| KNOP — KNOT Offshore Partners LP Common Units representing Limited Partner Interests (KNOP) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 32 · Ptr joint · S · $50,001 - $100,000 Original ↗ · Row 168 · Annual joint · S · $50,001 - $100,000 | Aug 2, 2022 | Sep 12, 2026 |
| NFG — National Fuel Gas Company (NFG) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 36 · Ptr joint · P · $15,001 - $50,000 | Aug 2, 2022 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 101 · Annual joint · P · $15,001 - $50,000 | Aug 1, 2022 | Sep 14, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 184 · Annual joint · P · $1,001 - $15,000 | Aug 1, 2022 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr joint · P · $15,001 - $50,000 | Aug 1, 2022 | Sep 12, 2026 |
| KMI — Kinder Morgan, Inc. (KMI) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 31 · Ptr joint · S · $50,001 - $100,000 Original ↗ · Row 163 · Annual joint · S · $50,001 - $100,000 | Aug 1, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Ptr joint · P · $1,001 - $15,000 | Aug 1, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 188 · Annual joint · P · $1,001 - $15,000 | Jul 29, 2022 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 235 · Annual joint · P · $15,001 - $50,000 | Jul 29, 2022 | Sep 14, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 56 · Annual joint · P · $1,001 - $15,000 | Jul 29, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Jul 29, 2022 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr joint · P · $15,001 - $50,000 | Jul 29, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 187 · Annual joint · P · $1,001 - $15,000 | Jul 28, 2022 | Sep 14, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 13 · Annual joint · P · $1,001 - $15,000 | Jul 28, 2022 | Sep 12, 2026 |
| MOS — Mosaic Company (MOS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Jul 28, 2022 | Sep 12, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 12 · Annual joint · P · $15,001 - $50,000 | Jul 22, 2022 | Sep 12, 2026 |
| K — Kellogg Company (K) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 160 · Annual joint · P · $15,001 - $50,000 | Jul 21, 2022 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 234 · Annual joint · P · $50,001 - $100,000 | Jul 20, 2022 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 12 · Ptr joint · P · $50,001 - $100,000 | Jul 20, 2022 | Sep 12, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 55 · Annual joint · P · $1,001 - $15,000 | Jul 14, 2022 | Sep 12, 2026 |
| PBA — Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 11 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 220 · Annual joint · P · $15,001 - $50,000 | Jul 14, 2022 | Sep 12, 2026 |
| UVV — Universal Corporation (UVV) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 16 · Ptr joint · S · $15,001 - $50,000 Original ↗ · Row 277 · Annual joint · S · $15,001 - $50,000 | Jul 14, 2022 | Sep 12, 2026 |
| GSK — GSK plc American Depositary Shares (GSK) [ST] | Joint | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 6 · Ptr joint · S (partial) · $100,001 - $250,000 Original ↗ · Row 142 · Annual joint · S (partial) · $100,001 - $250,000 | Jul 12, 2022 | Sep 12, 2026 |
| GSK — GSK plc American Depositary Shares (GSK) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 141 · Annual joint · P · $1,001 - $15,000 | Jul 6, 2022 | Sep 12, 2026 |
| UVV — Universal Corporation (UVV) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 276 · Annual joint · P · $50,001 - $100,000 | Jul 5, 2022 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr joint · S · $50,001 - $100,000 Original ↗ · Row 175 · Annual joint · S · $50,001 - $100,000 | Jul 5, 2022 | Sep 12, 2026 |
| UVV — Universal Corporation (UVV) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 15 · Ptr joint · P · $50,001 - $100,000 | Jul 5, 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 17 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 294 · Annual joint · P · $1,001 - $15,000 | Jul 5, 2022 | Sep 12, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 53 · Annual joint · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr joint · S · $100,001 - $250,000 Original ↗ · Row 18 · Annual joint · S · $100,001 - $250,000 | Jun 29, 2022 | Sep 12, 2026 |
| NHI — National Health Investors, Inc. (NHI) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 199 · Annual joint · P · $15,001 - $50,000 | Jun 28, 2022 | Sep 14, 2026 |
| NHI — National Health Investors, Inc. (NHI) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Ptr joint · P · $15,001 - $50,000 | Jun 28, 2022 | Sep 12, 2026 |
| EPD — Enterprise Products Partners L.P. (EPD) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 11 · Ptr joint · S · $100,001 - $250,000 Original ↗ · Row 89 · Annual joint · S · $100,001 - $250,000 | Jun 23, 2022 | Sep 12, 2026 |