| CVX — Charles Schwab 4067 ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Annual not_reported · S (partial) · $15,001 - $50,000 | Dec 22, 2025 | Sep 14, 2026 |
| FANG — Charles Schwab 4067 ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S (partial) · $1,001 - $15,000 | Dec 22, 2025 | Sep 14, 2026 |
| JPM — Charles Schwab 4067 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · P · $1,001 - $15,000 | Dec 22, 2025 | Sep 14, 2026 |
| RTX — Charles Schwab 4067 ⇒ RTX Corporation Common Stock (RTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000 | Dec 22, 2025 | Sep 14, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Dec 22, 2025 | Sep 11, 2026 |
| FANG — Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Dec 22, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Dec 22, 2025 | Sep 11, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Dec 22, 2025 | Sep 11, 2026 |
| PFE — Edward Jones Brokerage Account 8214 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual spouse · S · $1,001 - $15,000 | Mar 4, 2024 | Sep 14, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · S · $1,001 - $15,000 | Mar 4, 2024 | Sep 12, 2026 |
| PFE — Edward Jones Brokerage Account 8214 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual spouse · P · $1,001 - $15,000 | Mar 1, 2024 | Sep 14, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr spouse · S · $1,001 - $15,000 | Mar 1, 2024 | Sep 12, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · P · $1,001 - $15,000 | Mar 1, 2024 | Sep 12, 2026 |
| GOOG — Edward Jones Brokerage Account 8214 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| LLY — Edward Jones Brokerage Account 8214 ⇒ Eli Lilly and Company (LLY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| META — Edward Jones Brokerage Account 8214 ⇒ Meta Platforms, Inc. - Class A (META) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| NVDA — Edward Jones Brokerage Account 8214 ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| SBFM — Edward Jones Brokerage Account 8214 ⇒ Sunshine Biopharma Inc. - Common stock (SBFM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| TFC — Edward Jones Brokerage Account 8214 ⇒ Truist Financial Corporation (TFC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| SBFM — Sunshine Biopharma Inc. - Common stock (SBFM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| TFC — Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr spouse · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 12, 2026 |
| DIS — Edward Jones Brokerage Account 8214 ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S · $1,001 - $15,000 | Jun 22, 2022 | Sep 14, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · S · $1,001 - $15,000 | Jun 22, 2022 | Sep 12, 2026 |