| KR — Fidelity Brokerage ⇒ Kroger Company (KR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$250,001 - $500,000 Original ↗ · Row 49 · Annual spouse · S · $250,001 - $500,000 | May 9, 2025 | Sep 14, 2026 |
| KR — Kroger Company (KR) [ST] | Spouse | SaleSource rows (1)$250,001 - $500,000 Original ↗ · Row 2 · Ptr spouse · S · $250,001 - $500,000 | May 9, 2025 | Sep 11, 2026 |
| AAPL — Rockefeller Capital Management (2) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| BMY — Rockefeller Capital Management (2) ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| COST — Rockefeller Capital Management (2) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| FITB — Rockefeller Capital Management (2) ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| JPM — Rockefeller Capital Management (2) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| MSFT — Rockefeller Capital Management (2) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 16 · Annual joint · S · $50,001 - $100,000 | Mar 27, 2025 | Sep 14, 2026 |
| PM — Rockefeller Capital Management (2) ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| PG — Rockefeller Capital Management (2) ⇒ Procter & Gamble Company (PG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| SPG — Rockefeller Capital Management (2) ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 19 · Annual joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| ACN — Sarah Landsman Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| GOOGL — Sarah Landsman Traditional IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 22 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| COR — Sarah Landsman Traditional IRA ⇒ Cencora, Inc. Common Stock (COR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 23 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| AMP — Sarah Landsman Traditional IRA ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| AAPL — Sarah Landsman Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 25 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| ANET — Sarah Landsman Traditional IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| BLK — Sarah Landsman Traditional IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| CDNS — Sarah Landsman Traditional IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| COST — Sarah Landsman Traditional IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| DHR — Sarah Landsman Traditional IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| DIS — Sarah Landsman Traditional IRA ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| DG — Sarah Landsman Traditional IRA ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| EQIX — Sarah Landsman Traditional IRA ⇒ Equinix, Inc. - Common Stock (EQIX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| HD — Sarah Landsman Traditional IRA ⇒ Home Depot, Inc. (HD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| HON — Sarah Landsman Traditional IRA ⇒ Honeywell International Inc. (HON) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| LHX — Sarah Landsman Traditional IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| MSFT — Sarah Landsman Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 37 · Annual spouse · S · $50,001 - $100,000 | Mar 27, 2025 | Sep 14, 2026 |
| NVDA — Sarah Landsman Traditional IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 38 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| ORLY — Sarah Landsman Traditional IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 40 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| PH — Sarah Landsman Traditional IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 41 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| CRM — Sarah Landsman Traditional IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 42 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| TMO — Sarah Landsman Traditional IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| UBER — Sarah Landsman Traditional IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| URI — Sarah Landsman Traditional IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 45 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| UNH — Sarah Landsman Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 46 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| V — Sarah Landsman Traditional IRA ⇒ Visa Inc. (V) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 47 · Annual spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| ZTS — Sarah Landsman Traditional IRA ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| AMZN — Rockefeller Capital Management (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| AMP — Rockefeller Capital Management (1) ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| COST — Rockefeller Capital Management (1) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| CRWD — Rockefeller Capital Management (1) ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| NVDA — Rockefeller Capital Management (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| PH — Rockefeller Capital Management (1) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 11, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr joint · S · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Multiple owners | SaleSource rows (2)$30,002–$100,000 Original ↗ · Row 6 · Ptr spouse · S · $15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · S · $15,001 - $50,000 | Mar 27, 2025 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · S · $1,001 - $15,000 | Mar 27, 2025 | Sep 11, 2026 |