| KR — Kroger Company (KR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Ptr spouse · P · $1,001 - $15,000 | Jul 28, 2025 | Sep 11, 2026 |
| NTRS — Northern Trust Corporation - Common Stock (NTRS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 150 · Ptr spouse · P · $1,001 - $15,000 | Jul 28, 2025 | Sep 11, 2026 |
| SHW — Fidelity Rollover IRA ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Annual spouse · S · $1,001 - $15,000 | Jul 14, 2025 | Sep 14, 2026 |
| EMR — Fidelity Rollover IRA ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 89 · Annual spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 14, 2026 |
| BF.B — Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 14, 2026 |
| ANET — Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 91 · Annual spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 92 · Annual spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 11, 2026 |
| BF.B — Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 82 · Ptr spouse · P · $1,001 - $15,000 | Jul 14, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 184 · Ptr spouse · S · $1,001 - $15,000 | Jul 14, 2025 | Sep 11, 2026 |
| PG — Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual spouse · S · $1,001 - $15,000 | Jul 2, 2025 | Sep 14, 2026 |
| JPM — Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 2, 2025 | Sep 14, 2026 |
| BRK.B — Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 2, 2025 | Sep 14, 2026 |
| AMZN — Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual spouse · P · $1,001 - $15,000 | Jul 2, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual spouse · P · $1,001 - $15,000 | Jul 2, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 | Jul 2, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · P · $1,001 - $15,000 | Jul 2, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jul 2, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 107 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jul 2, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 169 · Ptr spouse · S · $1,001 - $15,000 | Jul 2, 2025 | Sep 11, 2026 |
| SRE — Fidelity Rollover IRA ⇒ DBA Sempra Common Stock (SRE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| CRM — Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| LEN — Fidelity Rollover IRA ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| KNX — Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| IT — Fidelity Rollover IRA ⇒ Gartner, Inc. Common Stock (IT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| BRO — Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| CCEP — Fidelity Rollover IRA ⇒ Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 14, 2026 |
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Ptr spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| CCEP — Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Ptr spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| SRE — DBA Sempra Common Stock (SRE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Ptr spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| IT — Gartner, Inc. Common Stock (IT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 86 · Ptr spouse · S · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| KNX — Knight-Swift Transportation Holdings Inc. (KNX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Ptr spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| LEN — Lennar Corporation Class A Common Stock (LEN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Ptr spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 178 · Ptr spouse · P · $1,001 - $15,000 | Jun 26, 2025 | Sep 11, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 157 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| WFC — Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| VMC — Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · S · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| TYL — Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| TMO — Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| RSG — Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| PGR — Fidelity Rollover IRA ⇒ Progressive Corporation (PGR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| HIG — Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |
| META — Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · P · $1,001 - $15,000 | Jun 6, 2025 | Sep 14, 2026 |