| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Oct 9, 2026 | Oct 26, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Oct 1, 2026 | Oct 26, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Sep 14, 2026 | Oct 5, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 | Sep 14, 2026 | Oct 5, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Sep 10, 2026 | Oct 5, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Sep 8, 2026 | Oct 5, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Aug 13, 2026 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Jul 10, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Jun 26, 2026 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Jun 15, 2026 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Jun 11, 2026 | Sep 11, 2026 |
| QNT — Quantinuum Inc. - Class A Common Stock (QNT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Jun 4, 2026 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | May 14, 2026 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Apr 9, 2026 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Mar 16, 2026 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Mar 12, 2026 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Feb 12, 2026 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr not_reported · P · $50,001 - $100,000 | Feb 3, 2026 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 2 · Ptr not_reported · P · $100,001 - $250,000 | Feb 3, 2026 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · P · $15,001 - $50,000 | Feb 3, 2026 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 5 · Ptr not_reported · P · $100,001 - $250,000 | Feb 3, 2026 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 6 · Ptr not_reported · P · $100,001 - $250,000 | Feb 3, 2026 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 2 · Ptr not_reported · P · $100,001 - $250,000 | Jan 20, 2026 | Sep 11, 2026 |
| IREN — IREN Limited - Ordinary Shares (IREN) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 3 · Ptr not_reported · P · $50,001 - $100,000 | Jan 20, 2026 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 4 · Ptr not_reported · P · $50,001 - $100,000 | Jan 20, 2026 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 5 · Ptr not_reported · P · $50,001 - $100,000 | Jan 20, 2026 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Jan 12, 2026 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000 | Jan 8, 2026 | Sep 11, 2026 |
| GOOGL — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 117 · Annual not_reported · P · $50,001 - $100,000 | Dec 26, 2025 | Sep 14, 2026 |
| IREN — Morgan Stanley - E*TRADE #2 ⇒ IREN Limited - Ordinary Shares (IREN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 118 · Annual not_reported · S · $50,001 - $100,000 | Dec 26, 2025 | Sep 14, 2026 |
| OPEN — Morgan Stanley - E*TRADE #2 ⇒ Opendoor Technologies Inc - Common Stock (OPEN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Annual not_reported · S · $1,001 - $15,000 | Dec 26, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr not_reported · P · $50,001 - $100,000 | Dec 26, 2025 | Sep 11, 2026 |
| IREN — IREN Limited - Ordinary Shares (IREN) [ST] | Not reported | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 4 · Ptr not_reported · S · $50,001 - $100,000 | Dec 26, 2025 | Sep 11, 2026 |
| OPEN — Opendoor Technologies Inc - Common Stock (OPEN) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000 | Dec 26, 2025 | Sep 11, 2026 |
| GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 92 · Annual not_reported · P · $1,001 - $15,000 | Dec 15, 2025 | Sep 14, 2026 |
| GOOGL — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 93 · Annual not_reported · P · $15,001 - $50,000 | Dec 15, 2025 | Sep 14, 2026 |
| SOUN — Morgan Stanley - E*TRADE #2 ⇒ SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual not_reported · S · $1,001 - $15,000 | Dec 15, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Dec 15, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 | Dec 15, 2025 | Sep 11, 2026 |
| SOUN — SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · S · $1,001 - $15,000 | Dec 15, 2025 | Sep 11, 2026 |
| MSFT — Morgan Stanley - E*TRADE #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual not_reported · P · $1,001 - $15,000 | Dec 11, 2025 | Sep 14, 2026 |
| GOOGL — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 96 · Annual not_reported · P · $100,001 - $250,000 | Dec 11, 2025 | Sep 14, 2026 |
| UBER — Morgan Stanley - E*TRADE #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 97 · Annual not_reported · S · $50,001 - $100,000 | Dec 11, 2025 | Sep 14, 2026 |
| CRWV — Morgan Stanley - E*TRADE #2 ⇒ CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 98 · Annual not_reported · S · $15,001 - $50,000 | Dec 11, 2025 | Sep 14, 2026 |
| T — Morgan Stanley - E*TRADE #2 ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 99 · Annual not_reported · S · $15,001 - $50,000 | Dec 11, 2025 | Sep 14, 2026 |
| ARM — Morgan Stanley - E*TRADE #2 ⇒ Arm Holdings plc - American Depositary Shares (ARM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 100 · Annual not_reported · S · $50,001 - $100,000 | Dec 11, 2025 | Sep 14, 2026 |
| MSFT — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 205 · Annual not_reported · P · $1,001 - $15,000 | Dec 11, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 2 · Ptr not_reported · P · $100,001 - $250,000 | Dec 11, 2025 | Sep 11, 2026 |
| ARM — Arm Holdings plc - American Depositary Shares (ARM) [ST] | Not reported | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 6 · Ptr not_reported · S · $50,001 - $100,000 | Dec 11, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · S · $15,001 - $50,000 | Dec 11, 2025 | Sep 11, 2026 |