| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 80 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 81 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 82 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Jan 31, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 83 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 89 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Jan 31, 2023 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 91 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 94 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| PLUG — Plug Power, Inc. (PLUG) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 95 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 96 · Ptr not_reported · P · $50,001 - $100,000 | Jan 31, 2023 | Sep 12, 2026 |
| PEG — Public Service Enterprise Group Incorporated (PEG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| RJF — Raymond James Financial, Inc. (RJF) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 98 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 99 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| RIVN — Rivian Automotive, Inc. - Class A (RIVN) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 100 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| RBLX — Roblox Corporation Class A (RBLX) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 101 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 104 · Ptr not_reported · P · $100,001 - $250,000 | Jan 31, 2023 | Sep 12, 2026 |
| SRPT — Sarepta Therapeutics, Inc. (SRPT) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Ptr not_reported · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SBAC — SBA Communications Corporation - Class A (SBAC) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 106 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| SBCF — Seacoast Banking Corporation of Florida (SBCF) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 107 · Ptr not_reported · S · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 109 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| SWAV — ShockWave Medical, Inc. (SWAV) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SNOW — Snowflake Inc. Class A (SNOW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SR — Spire Inc. (SR) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SPWR — SunPower Corporation (SPWR) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Ptr not_reported · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SYNH — Syneos Health, Inc. - Class A (SYNH) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Ptr not_reported · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 121 · Ptr not_reported · S (partial) · $100,001 - $250,000 | Jan 31, 2023 | Sep 12, 2026 |
| TTD — The Trade Desk, Inc. - Class A (TTD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 122 · Ptr not_reported · P · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| USB — U.S. Bancorp (USB) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 126 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 128 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Jan 31, 2023 | Sep 12, 2026 |
| UAL — United Airlines Holdings, Inc. (UAL) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 129 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| URI — United Rentals, Inc. (URI) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 131 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| VFC — V.F. Corporation (VFC) [ST] | Not reported | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 132 · Ptr not_reported · S · $50,001 - $100,000 | Jan 31, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| VTRS — Viatris Inc. (VTRS) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| WPM — Wheaton Precious Metals Corp Common Shares (WPM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Ptr not_reported · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ESALY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Eisai Co Ltd American Depositary Shares (ESALY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 908 · Annual not_reported · S · $1,001 - $15,000 | Jan 30, 2023 | Sep 14, 2026 |
| ESALY — Eisai Co Ltd American Depositary Shares (ESALY) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Ptr not_reported · S · $1,001 - $15,000 | Jan 30, 2023 | Sep 12, 2026 |
| RDSMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Royal DSM NV Sponsored ADR (RDSMY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1160 · Annual not_reported · S · $1,001 - $15,000 | Jan 24, 2023 | Sep 14, 2026 |
| RDSMY — Royal DSM NV Sponsored ADR (RDSMY) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Ptr not_reported · S · $1,001 - $15,000 | Jan 24, 2023 | Sep 12, 2026 |
| AJINY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Ajinomoto Company, Inc. American Depositary Shares (AJINY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 779 · Annual not_reported · P · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| ALPMY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Astellas Pharma Inc Unsponsored ADR (ALPMY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 803 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| BAYRY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 821 · Annual not_reported · P · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| BTI — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 835 · Annual not_reported · S (partial) · $50,001 - $100,000 | Jan 13, 2023 | Sep 14, 2026 |
| DNTUY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 888 · Annual not_reported · P · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| DEO — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Diageo plc (DEO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 897 · Annual not_reported · P · $15,001 - $50,000 | Jan 13, 2023 | Sep 14, 2026 |
| ESALY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Eisai Co Ltd American Depositary Shares (ESALY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 907 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| FANUY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 922 · Annual not_reported · P · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |
| GVDNY — Daniel Goldman Grandchildren 1986 Trust ⇒ TLH ADR ⇒ Givaudan SA Unsponsored ADR (GVDNY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 942 · Annual not_reported · S (partial) · $1,001 - $15,000 | Jan 13, 2023 | Sep 14, 2026 |