| BEP — Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000 | Jun 3, 2026 | Sep 11, 2026 |
| BIIB — Biogen Inc. - Common Stock (BIIB) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000 | Jun 2, 2026 | Sep 11, 2026 |
| BEP — Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · P · $1,001 - $15,000 | Jun 2, 2026 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · P · $15,001 - $50,000 | Jun 2, 2026 | Sep 11, 2026 |
| BEP — Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | May 29, 2026 | Sep 11, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 7 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · P · $15,001 - $50,000 | May 21, 2026 | Sep 11, 2026 |
| DDOG — Datadog, Inc. - Class A Common Stock (DDOG) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000 | May 19, 2026 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 9 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 10 · Ptr not_reported · P · $1,001 - $15,000 | May 13, 2026 | Sep 11, 2026 |
| BIIB — Biogen Inc. - Common Stock (BIIB) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | May 12, 2026 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000 | May 12, 2026 | Sep 11, 2026 |
| BIIB — Biogen Inc. - Common Stock (BIIB) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000 | May 11, 2026 | Sep 11, 2026 |
| WHR — Whirlpool Corporation Common Stock (WHR) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 13 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S · $1,001 - $15,000 | May 11, 2026 | Sep 11, 2026 |
| CARR — Carrier Global Corporation Common Stock (CARR) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $15,001 - $50,000 | May 1, 2026 | Sep 11, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000 | Apr 24, 2026 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 10 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · P · $1,001 - $15,000 | Apr 22, 2026 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 7 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · P · $1,001 - $15,000 | Apr 20, 2026 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000 | Apr 17, 2026 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr not_reported · P · $15,001 - $50,000 | Apr 17, 2026 | Sep 11, 2026 |
| VOYG — Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000 | Apr 14, 2026 | Sep 11, 2026 |
| MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · P · $15,001 - $50,000 | Apr 6, 2026 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000 | Apr 6, 2026 | Sep 11, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · P · $1,001 - $15,000 | Mar 25, 2026 | Sep 11, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr not_reported · P · $1,001 - $15,000 | Mar 25, 2026 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Mar 24, 2026 | Sep 11, 2026 |
| GE — GE Aerospace Common Stock (GE) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000 | Mar 24, 2026 | Sep 11, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Ptr not_reported · P · $15,001 - $50,000 | Mar 24, 2026 | Sep 11, 2026 |
| BA — Boeing Company (BA) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| C — Citigroup, Inc. Common Stock (C) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| GLW — Corning Incorporated Common Stock (GLW) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 8 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 9 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 13 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 14 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| NVR — NVR, Inc. Common Stock (NVR) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| PTON — Peloton Interactive, Inc. - Common Stock (PTON) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 17 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| RH — RH Common Stock (RH) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 19 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 20 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| ULTA — Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Ptr not_reported · P · $15,001 - $50,000 | Mar 19, 2026 | Sep 11, 2026 |
| VG — Venture Global, Inc. Class A common stock (VG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| WHR — Whirlpool Corporation Common Stock (WHR) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 24 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 25 · Ptr not_reported · P · $1,001 - $15,000 | Mar 19, 2026 | Sep 11, 2026 |
| AR — Antero Resources Corporation Common Stock (AR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Oct 31, 2024 | Sep 11, 2026 |
| CWEN — Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Oct 25, 2024 | Sep 11, 2026 |
| OXY — Occidental Petroleum Corporation Common Stock (OXY) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · P · $15,001 - $50,000 | Oct 25, 2024 | Sep 11, 2026 |
| AR — Antero Resources Corporation Common Stock (AR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Aug 2, 2024 | Sep 11, 2026 |
| DTM — DT Midstream, Inc. Common Stock (DTM) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | May 1, 2024 | Sep 12, 2026 |
| NFE — New Fortress Energy Inc. - Class A Common Stock (NFE) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | May 1, 2024 | Sep 12, 2026 |
| CWEN — Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · P · $15,001 - $50,000 | Apr 26, 2024 | Sep 12, 2026 |
| CIVI — Civitas Resources, Inc. Common Stock (CIVI) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · S · $15,001 - $50,000 | Apr 8, 2024 | Sep 12, 2026 |
| NFE — Neuberger ⇒ New Fortress Energy Inc. - Class A (NFE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 187 · Annual spouse · P · $15,001 - $50,000 | Oct 24, 2023 | Sep 14, 2026 |
| NEP — Neuberger ⇒ NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 189 · Annual spouse · S · $15,001 - $50,000 | Oct 24, 2023 | Sep 14, 2026 |
| NFE — New Fortress Energy Inc. - Class A (NFE) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · P · $15,001 - $50,000 | Oct 24, 2023 | Sep 12, 2026 |
| NEP — NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr spouse · S · $15,001 - $50,000 | Oct 24, 2023 | Sep 12, 2026 |