| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (2)$200,002–$500,000 Original ↗ · Row 49 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 50 · Ptr not_reported · P · $100,001 - $250,000 | Jul 10, 2025 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 58 · Ptr not_reported · P · $15,001 - $50,000 | Jul 10, 2025 | Sep 11, 2026 |
| INTC — Morgan Stanley - E*TRADE #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual not_reported · S · $1,001 - $15,000 | Jun 30, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (4)$215,004–$500,000 Original ↗ · Row 77 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 78 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 79 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 80 · Annual not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 14, 2026 |
| T — Morgan Stanley - E*TRADE #2 ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 81 · Annual not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 14, 2026 |
| CSCO — Morgan Stanley - E*TRADE #2 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 82 · Annual not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 14, 2026 |
| META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 83 · Annual not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 14, 2026 |
| JPM — Morgan Stanley - E*TRADE #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 84 · Annual not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$200,002–$500,000 Original ↗ · Row 85 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 86 · Annual not_reported · P · $100,001 - $250,000 | Jun 30, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 87 · Annual not_reported · P · $100,001 - $250,000 | Jun 30, 2025 | Sep 14, 2026 |
| PLTR — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 88 · Annual not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 9 · Ptr not_reported · P · $100,001 - $250,000 | Jun 30, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (4)$215,004–$500,000 Original ↗ · Row 15 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 16 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 17 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 18 · Ptr not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Ptr not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 23 · Ptr not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 11, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr not_reported · S · $1,001 - $15,000 | Jun 30, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 25 · Ptr not_reported · P · $15,001 - $50,000 | Jun 30, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 27 · Ptr not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (2)$200,002–$500,000 Original ↗ · Row 31 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 32 · Ptr not_reported · P · $100,001 - $250,000 | Jun 30, 2025 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 43 · Ptr not_reported · P · $50,001 - $100,000 | Jun 30, 2025 | Sep 11, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 22 · Annual not_reported · P · $1,000,001 - $5,000,000 | Jun 26, 2025 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 39 · Ptr not_reported · P · $1,000,001 - $5,000,000 | Jun 26, 2025 | Sep 11, 2026 |
| MCD — Morgan Stanley - E*TRADE #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Annual not_reported · P · $15,001 - $50,000 | Jun 25, 2025 | Sep 14, 2026 |
| TSM — Morgan Stanley - E*TRADE #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 17 · Annual not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 18 · Annual not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 19 · Annual not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 20 · Annual not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 14, 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)$50,001 - $100,000 Original ↗ · Row 21 · Annual not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 14, 2026 |
| PLTR — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual not_reported · P · $1,001 - $15,000 | Jun 25, 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)$50,001 - $100,000 Original ↗ · Row 24 · Annual not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$200,002–$500,000 Original ↗ · Row 25 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 89 · Annual not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 26 · Annual not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$51,002–$115,000 Original ↗ · Row 27 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 90 · Annual not_reported · P · $1,001 - $15,000 | Jun 25, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (3)$300,003–$750,000 Original ↗ · Row 3 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 4 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 6 · Ptr not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (3)$151,003–$365,000 Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 20 · Ptr not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 26 · Ptr not_reported · P · $15,001 - $50,000 | Jun 25, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 30 · Ptr not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (2)$100,002–$200,000 Original ↗ · Row 36 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 41 · Ptr not_reported · P · $50,001 - $100,000 | Jun 25, 2025 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr not_reported · P · $1,001 - $15,000 | Jun 25, 2025 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 44 · Ptr not_reported · P · $100,001 - $250,000 | Jun 25, 2025 | Sep 11, 2026 |
| AAPL — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$115,002–$300,000 Original ↗ · Row 13 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 30 · Annual not_reported · P · $15,001 - $50,000 | Jun 9, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$150,002–$350,000 Original ↗ · Row 14 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 29 · Annual not_reported · P · $100,001 - $250,000 | Jun 9, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE #1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (2)$150,002–$350,000 Original ↗ · Row 5 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 8 · Ptr not_reported · P · $50,001 - $100,000 | Jun 9, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [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 | Jun 9, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (2)$115,002–$300,000 Original ↗ · Row 37 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 38 · Ptr not_reported · P · $15,001 - $50,000 | Jun 9, 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)$15,001 - $50,000 Original ↗ · Row 2 · Annual not_reported · P · $15,001 - $50,000 | Jun 5, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$250,001 - $500,000 Original ↗ · Row 3 · Annual not_reported · P · $250,001 - $500,000 | Jun 5, 2025 | Sep 14, 2026 |