| CMG — Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual joint · S (partial) · $1,001 - $15,000 | Dec 17, 2025 | Sep 14, 2026 |
| ADBE — Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 19 · Annual joint · S (partial) · $50,001 - $100,000 | Dec 17, 2025 | Sep 14, 2026 |
| PAYC — Brokerage Account ⇒ Paycom Software, Inc. Common Stock (PAYC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Annual joint · S (partial) · $15,001 - $50,000 | Dec 17, 2025 | Sep 14, 2026 |
| RH — Brokerage Account ⇒ RH Common Stock (RH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Annual joint · S (partial) · $15,001 - $50,000 | Dec 17, 2025 | Sep 14, 2026 |
| TTD — Brokerage Account ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 22 · Annual joint · S (partial) · $100,001 - $250,000 | Dec 17, 2025 | Sep 14, 2026 |
| HIMS — Brokerage Account ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 28 · Annual joint · S (partial) · $100,001 - $250,000 | Dec 17, 2025 | Sep 14, 2026 |
| ANET — Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Annual joint · S (partial) · $50,001 - $100,000 | Oct 27, 2025 | Sep 14, 2026 |
| AVGO — Brokerage Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Annual joint · S (partial) · $15,001 - $50,000 | Oct 27, 2025 | Sep 14, 2026 |
| DIS — Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 9 · Annual joint · S · $100,001 - $250,000 | Oct 27, 2025 | Sep 14, 2026 |
| FIVE — Brokerage Account ⇒ Five Below, Inc. - Common Stock (FIVE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 10 · Annual joint · S · $100,001 - $250,000 | Oct 27, 2025 | Sep 14, 2026 |
| FTNT — Brokerage Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Annual joint · S (partial) · $15,001 - $50,000 | Oct 27, 2025 | Sep 14, 2026 |
| LCII — Brokerage Account ⇒ LCI Industries (LCII) [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 | Oct 27, 2025 | Sep 14, 2026 |
| WAL — Brokerage Account ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 25 · Annual joint · S (partial) · $15,001 - $50,000 | Oct 27, 2025 | Sep 14, 2026 |
| CRM — Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 26 · Annual joint · P · $100,001 - $250,000 | Oct 27, 2025 | Sep 14, 2026 |
| CRM — IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual not_reported · P · $1,001 - $15,000 | Oct 27, 2025 | Sep 14, 2026 |
| NOW — IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · P · $1,001 - $15,000 | Oct 27, 2025 | Sep 14, 2026 |
| FIVE — IRA ⇒ Five Below, Inc. - Common Stock (FIVE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · S · $1,001 - $15,000 | Oct 27, 2025 | Sep 14, 2026 |
| DIS — IRA ⇒ Walt Disney Company (DIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual not_reported · S · $1,001 - $15,000 | Oct 27, 2025 | Sep 14, 2026 |
| NOW — Brokerage Account ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 38 · Annual joint · P · $100,001 - $250,000 | Oct 27, 2025 | Sep 14, 2026 |
| HUBS — Brokerage Account ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 39 · Annual joint · P · $50,001 - $100,000 | Oct 27, 2025 | Sep 14, 2026 |
| AMZN — Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Annual joint · S (partial) · $15,001 - $50,000 | Jun 16, 2025 | Sep 14, 2026 |
| KNSL — Brokerage Account ⇒ Kinsale Capital Group, Inc. (KNSL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 40 · Annual joint · P · $15,001 - $50,000 | Apr 29, 2025 | Sep 14, 2026 |
| LRCX — Brokerage Account ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 41 · Annual joint · P · $15,001 - $50,000 | Apr 29, 2025 | Sep 14, 2026 |
| ADBE — Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 42 · Annual joint · P · $15,001 - $50,000 | Apr 29, 2025 | Sep 14, 2026 |
| MELI — Brokerage Account ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Annual joint · S (partial) · $15,001 - $50,000 | Apr 3, 2025 | Sep 14, 2026 |
| MSFT — Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 29 · Annual joint · S (partial) · $15,001 - $50,000 | Apr 3, 2025 | Sep 14, 2026 |
| TTD — Brokerage Account ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 43 · Annual joint · P · $15,001 - $50,000 | Apr 3, 2025 | Sep 14, 2026 |
| RH — Brokerage Account ⇒ RH Common Stock (RH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 44 · Annual joint · P · $15,001 - $50,000 | Apr 3, 2025 | Sep 14, 2026 |
| TTD — Brokerage Account ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 45 · Annual joint · P · $15,001 - $50,000 | Mar 31, 2025 | Sep 14, 2026 |
| AMD — Brokerage Account ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 46 · Annual joint · P · $15,001 - $50,000 | Mar 31, 2025 | Sep 14, 2026 |
| SCHW — Brokerage Account ⇒ Charles Schwab Corporation (SCHW) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 7 · Annual joint · S · $100,001 - $250,000 | Feb 28, 2025 | Sep 14, 2026 |
| MNST — Brokerage Account ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 18 · Annual joint · S · $100,001 - $250,000 | Feb 28, 2025 | Sep 14, 2026 |
| TSCO — Brokerage Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 24 · Annual joint · S · $50,001 - $100,000 | Feb 28, 2025 | Sep 14, 2026 |
| MSFT — Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 47 · Annual joint · P · $100,001 - $250,000 | Feb 28, 2025 | Sep 14, 2026 |
| XYZ — Brokerage Account ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 48 · Annual joint · P · $100,001 - $250,000 | Feb 28, 2025 | Sep 14, 2026 |
| HIMS — Brokerage Account ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 49 · Annual joint · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| CNI — Brokerage Account ⇒ Canadian National Railway Company Common Stock (CNI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 6 · Annual joint · S · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| TSCO — Brokerage Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 23 · Annual joint · S (partial) · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| HIMS — Brokerage Account ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 50 · Annual joint · P · $100,001 - $250,000 | Feb 24, 2025 | Sep 14, 2026 |
| SMAR — Brokerage Account ⇒ Smartsheet Inc. Class A Common Stock (SMAR) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 37 · Annual joint · S · $100,001 - $250,000 | Jan 23, 2025 | Sep 14, 2026 |