| ADI — Analog Devices, Inc. - Common Stock (ADI) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · S · $1,001 - $15,000 | May 30, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr joint · P · $1,001 - $15,000 | May 30, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Ptr joint · P · $1,001 - $15,000 | May 30, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Ptr joint · S (partial) · $1,001 - $15,000 | May 30, 2023 | Sep 12, 2026 |
| UBER — Sarah Landsman Traditional IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 66 · Annual spouse · S (partial) · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Ptr spouse · S (partial) · $1,001 - $15,000 | May 25, 2023 | Sep 12, 2026 |
| ADBE — Sarah Landsman Traditional IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · P · $1,001 - $15,000 | May 23, 2023 | Sep 14, 2026 |
| CRWD — Sarah Landsman Traditional IRA ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual spouse · P · $1,001 - $15,000 | May 23, 2023 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | May 23, 2023 | Sep 12, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · P · $1,001 - $15,000 | May 23, 2023 | Sep 12, 2026 |
| LLY — Rockefeller Capital Management (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual joint · P · $1,001 - $15,000 | May 11, 2023 | 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 45 · Annual joint · S · $1,001 - $15,000 | May 11, 2023 | Sep 14, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr joint · P · $1,001 - $15,000 | May 11, 2023 | Sep 12, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Ptr joint · S · $1,001 - $15,000 | May 11, 2023 | Sep 12, 2026 |
| ISRG — Rockefeller Capital Management (1) ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual joint · P · $1,001 - $15,000 | May 4, 2023 | 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 37 · Annual joint · S · $1,001 - $15,000 | May 4, 2023 | Sep 14, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr joint · P · $1,001 - $15,000 | May 4, 2023 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Ptr joint · S · $1,001 - $15,000 | May 4, 2023 | Sep 12, 2026 |
| PH — Rockefeller Capital Management (1) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 27, 2023 | Sep 14, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 27, 2023 | Sep 12, 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 4 · Annual joint · S · $1,001 - $15,000 | Apr 24, 2023 | Sep 14, 2026 |
| ADI — Rockefeller Capital Management (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual joint · P · $1,001 - $15,000 | Apr 24, 2023 | Sep 14, 2026 |
| CRM — Rockefeller Capital Management (1) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual joint · P · $1,001 - $15,000 | Apr 24, 2023 | Sep 14, 2026 |
| UBER — Rockefeller Capital Management (1) ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual joint · S · $1,001 - $15,000 | Apr 24, 2023 | Sep 14, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S · $1,001 - $15,000 | Apr 24, 2023 | Sep 12, 2026 |
| ADI — Analog Devices, Inc. - Common Stock (ADI) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Apr 24, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 74 · Ptr joint · P · $1,001 - $15,000 | Apr 24, 2023 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 81 · Ptr joint · S · $1,001 - $15,000 | Apr 24, 2023 | Sep 12, 2026 |
| NVDA — Rockefeller Capital Management (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 27, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Ptr joint · S (partial) · $1,001 - $15,000 | Mar 27, 2023 | Sep 12, 2026 |
| BLK — Rockefeller Capital Management (1) ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual joint · S · $1,001 - $15,000 | Mar 9, 2023 | Sep 14, 2026 |
| UBER — Rockefeller Capital Management (1) ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual joint · P · $1,001 - $15,000 | Mar 9, 2023 | Sep 14, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · S · $1,001 - $15,000 | Mar 9, 2023 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Ptr joint · P · $1,001 - $15,000 | Mar 9, 2023 | Sep 12, 2026 |
| HZNP — Sarah Landsman Traditional IRA ⇒ Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual spouse · S · $1,001 - $15,000 | Feb 3, 2023 | Sep 14, 2026 |
| HZNP — Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr spouse · S · $1,001 - $15,000 | Feb 3, 2023 | Sep 12, 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 7 · Annual joint · P · $1,001 - $15,000 | Feb 2, 2023 | 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)$1,001 - $15,000 Original ↗ · Row 16 · Annual joint · S · $1,001 - $15,000 | Feb 2, 2023 | Sep 14, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Feb 2, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr joint · S · $1,001 - $15,000 | Feb 2, 2023 | Sep 12, 2026 |
| NVDA — Rockefeller Capital Management (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual joint · P · $1,001 - $15,000 | Feb 1, 2023 | Sep 14, 2026 |
| ISRG — Sarah Landsman Traditional IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · P · $1,001 - $15,000 | Feb 1, 2023 | Sep 14, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Ptr spouse · P · $1,001 - $15,000 | Feb 1, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Ptr joint · P · $1,001 - $15,000 | Feb 1, 2023 | Sep 12, 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 3 · Annual joint · P · $1,001 - $15,000 | Jan 18, 2023 | 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 11 · Annual joint · S · $1,001 - $15,000 | Jan 18, 2023 | Sep 14, 2026 |
| DG — Rockefeller Capital Management (1) ⇒ Dollar General Corporation Common Stock (DG) [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 | Jan 18, 2023 | Sep 14, 2026 |
| LLY — Rockefeller Capital Management (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual joint · P · $1,001 - $15,000 | Jan 18, 2023 | Sep 14, 2026 |
| HON — Rockefeller Capital Management (1) ⇒ Honeywell International Inc. (HON) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual joint · S · $1,001 - $15,000 | Jan 18, 2023 | Sep 14, 2026 |
| LIN — Rockefeller Capital Management (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual joint · S (partial) · $1,001 - $15,000 | Jan 18, 2023 | Sep 14, 2026 |