| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Feb 18, 2025 | Sep 11, 2026 |
| BLK — Rockefeller Capital Management (1) ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual joint · P · $1,001 - $15,000 | Dec 19, 2024 | Sep 14, 2026 |
| URI — Rockefeller Capital Management (1) ⇒ United Rentals, Inc. Common Stock (URI) [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 | Dec 19, 2024 | Sep 14, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Dec 19, 2024 | Sep 11, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S · $1,001 - $15,000 | Dec 19, 2024 | Sep 11, 2026 |
| AMP — Rockefeller Capital Management (1) ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 14, 2026 |
| URI — Rockefeller Capital Management (1) ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual joint · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 14, 2026 |
| LLY — Rockefeller Capital Management (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 51 · Annual joint · S · $15,001 - $50,000 | Nov 8, 2024 | Sep 14, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · S · $15,001 - $50,000 | Nov 8, 2024 | Sep 11, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| AMZN — Sarah Landsman Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 36 · Annual spouse · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 14, 2026 |
| LNG — Sarah Landsman Traditional IRA ⇒ Cheniere Energy, Inc. Common Stock (LNG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| CRWD — Sarah Landsman Traditional IRA ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| FANG — Sarah Landsman Traditional IRA ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 39 · Annual spouse · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 14, 2026 |
| LIN — Sarah Landsman Traditional IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| NEE — Sarah Landsman Traditional IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| REGN — Sarah Landsman Traditional IRA ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| PSX — Rockefeller Capital Management (2) ⇒ Phillips 66 Common Stock (PSX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 44 · Annual joint · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 14, 2026 |
| PFE — Rockefeller Capital Management (2) ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual joint · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| XOM — Rockefeller Capital Management (2) ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 46 · Annual joint · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 14, 2026 |
| AMZN — Rockefeller Capital Management (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 47 · Annual joint · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 14, 2026 |
| NEE — Rockefeller Capital Management (1) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual joint · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Multiple owners | SaleSource rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr joint · S · $15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 11, 2026 |
| LNG — Cheniere Energy, Inc. Common Stock (LNG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| FANG — Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr spouse · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 11, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr joint · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 11, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Multiple owners | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 8 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| PSX — Phillips 66 Common Stock (PSX) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr joint · S · $15,001 - $50,000 | Oct 15, 2024 | Sep 11, 2026 |
| REGN — Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · S · $1,001 - $15,000 | Oct 15, 2024 | Sep 11, 2026 |
| NEE — Rockefeller Capital Management (1) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual joint · P · $1,001 - $15,000 | Sep 10, 2024 | Sep 14, 2026 |
| FANG — Rockefeller Capital Management (1) ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual joint · S · $1,001 - $15,000 | Sep 10, 2024 | Sep 14, 2026 |
| FANG — Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000 | Sep 10, 2024 | Sep 11, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | Sep 10, 2024 | Sep 11, 2026 |
| ANET — Rockefeller Capital Management (1) ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 29 · Annual joint · P · $15,001 - $50,000 | Aug 21, 2024 | 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)$15,001 - $50,000 Original ↗ · Row 30 · Annual joint · S · $15,001 - $50,000 | Aug 21, 2024 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · S · $15,001 - $50,000 | Aug 21, 2024 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · P · $15,001 - $50,000 | Aug 21, 2024 | Sep 11, 2026 |
| ANET — Sarah Landsman Traditional IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual spouse · P · $1,001 - $15,000 | Aug 14, 2024 | Sep 14, 2026 |
| ADBE — Sarah Landsman Traditional IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 32 · Annual spouse · S · $15,001 - $50,000 | Aug 14, 2024 | Sep 14, 2026 |
| ULTA — Sarah Landsman Traditional IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) [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 | Aug 14, 2024 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Aug 14, 2024 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Aug 14, 2024 | Sep 11, 2026 |
| ULTA — Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 | Aug 14, 2024 | Sep 11, 2026 |
| LHX — Sarah Landsman Traditional IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · P · $1,001 - $15,000 | Jul 17, 2024 | Sep 14, 2026 |
| ISRG — Sarah Landsman Traditional IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [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 | Jul 17, 2024 | Sep 14, 2026 |
| FANG — Rockefeller Capital Management (1) ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 27 · Annual joint · P · $15,001 - $50,000 | Jul 17, 2024 | Sep 14, 2026 |