| TSN — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Tyson Foods, Inc. (TSN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 713 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| USB — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ U.S. Bancorp (USB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 715 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| UPS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ United Parcel Service, Inc. (UPS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 723 · Annual not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| UNH — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 728 · Annual not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 14, 2026 |
| VZ — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 736 · Annual not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 14, 2026 |
| VTRS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Viatris Inc. (VTRS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 740 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| VNO — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Vornado Realty Trust (VNO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 742 · Annual not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| WM — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Waste Management, Inc. (WM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 743 · Annual not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 14, 2026 |
| WAL — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 747 · Annual not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| WY — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Weyerhaeuser Company (WY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 748 · Annual not_reported · S (partial) · $15,001 - $50,000 | Mar 6, 2023 | Sep 14, 2026 |
| Z — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zillow Group, Inc. - Class C Capital Stock (Z) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 755 · Annual not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 14, 2026 |
| ZTS — Daniel Goldman Grandchildren 1986 Trust ⇒ TACS R3K ⇒ Zoetis Inc. Class A (ZTS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 757 · Annual not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 14, 2026 |
| MMM — 3M Company (MMM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 9 · Ptr not_reported · P · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| ALLY — Ally Financial Inc. (ALLY) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr not_reported · S · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| ALNY — Alnylam Pharmaceuticals, Inc. (ALNY) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 15 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 18 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| NLY — Annaly Capital Management Inc. (NLY) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| AON — Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 22 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 23 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| ADM — Archer-Daniels-Midland Company (ADM) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 24 · Ptr not_reported · P · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| ATO — Atmos Energy Corporation (ATO) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| AVB — AvalonBay Communities, Inc. (AVB) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| BILL — BILL Holdings, Inc. (BILL) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 32 · Ptr not_reported · S · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| BIIB — Biogen Inc. (BIIB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| BMRN — BioMarin Pharmaceutical Inc. (BMRN) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| BLNK — Blink Charging Co. (BLNK) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| BXP — Boston Properties, Inc. (BXP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 40 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 41 · Ptr not_reported · S (partial) · $100,001 - $250,000 | Mar 6, 2023 | Sep 12, 2026 |
| BRO — Brown & Brown, Inc. (BRO) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| CDNA — CareDx, Inc. (CDNA) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| CNC — Centene Corporation (CNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| CNP — CenterPoint Energy, Inc (CNP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 49 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 53 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Not reported | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 54 · Ptr not_reported · S · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| CTAS — Cintas Corporation (CTAS) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 56 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Ptr not_reported · P · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| ED — Consolidated Edison, Inc. (ED) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 63 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| CSGP — CoStar Group, Inc. (CSGP) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 65 · Ptr not_reported · S · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 67 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Mar 6, 2023 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 68 · Ptr not_reported · P · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |
| SRE — DBA Sempra (SRE) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 73 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| DAL — Delta Air Lines, Inc. (DAL) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 75 · Ptr not_reported · S · $15,001 - $50,000 | Mar 6, 2023 | Sep 12, 2026 |
| APPS — Digital Turbine, Inc. (APPS) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Ptr not_reported · S · $1,001 - $15,000 | Mar 6, 2023 | Sep 12, 2026 |