| 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 4 · Annual not_reported · P · $100,001 - $250,000 | Jun 5, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Jun 5, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 7 · Ptr not_reported · P · $100,001 - $250,000 | Jun 5, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$250,001 - $500,000 Original ↗ · Row 35 · Ptr not_reported · P · $250,001 - $500,000 | Jun 5, 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)$100,001 - $250,000 Original ↗ · Row 5 · Annual not_reported · P · $100,001 - $250,000 | Jun 3, 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)$250,001 - $500,000 Original ↗ · Row 6 · Annual not_reported · P · $250,001 - $500,000 | Jun 3, 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 7 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 28 · Annual not_reported · P · $15,001 - $50,000 | Jun 3, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE #1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · P · $1,001 - $15,000 | Jun 3, 2025 | Sep 14, 2026 |
| MSFT — Morgan Stanley - E*TRADE #1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · P · $1,001 - $15,000 | Jun 3, 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 10 · Annual not_reported · P · $1,001 - $15,000 | Jun 3, 2025 | Sep 14, 2026 |
| CMG — Morgan Stanley - E*TRADE IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 | Jun 3, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (2)$101,002–$265,000 Original ↗ · Row 12 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 13 · Ptr not_reported · P · $1,001 - $15,000 | Jun 3, 2025 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr not_reported · P · $1,001 - $15,000 | Jun 3, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseSource rows (2)$251,002–$515,000 Original ↗ · Row 28 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 29 · Ptr not_reported · P · $250,001 - $500,000 | Jun 3, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (3)$116,003–$315,000 Original ↗ · Row 33 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 34 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 40 · Ptr not_reported · P · $15,001 - $50,000 | Jun 3, 2025 | Sep 11, 2026 |
| NVDA — Morgan Stanley - E*TRADE #1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$500,001 - $1,000,000 Original ↗ · Row 1 · Annual not_reported · S (partial) · $500,001 - $1,000,000 | Feb 5, 2025 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Source rows (1)$500,001 - $1,000,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $500,001 - $1,000,000 | Feb 5, 2025 | Sep 11, 2026 |