| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 620 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TTC — Toro Company (TTC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 642 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| UL — Unilever PLC Common Stock (UL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 656 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| UBSI — United Bankshares, Inc. - Common Stock (UBSI) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 661 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 662 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| VNT — Vontier Corporation Common Stock (VNT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 690 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| WYNN — Wynn Resorts, Limited - Common Stock (WYNN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 715 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TSLA — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 667 · Annual spouse · S (partial) · $15,001 - $50,000 | Jun 2, 2025 | Sep 14, 2026 |
| HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual spouse · S · $1,001 - $15,000 | Mar 28, 2025 | Sep 14, 2026 |
| TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual spouse · P · $1,001 - $15,000 | Mar 28, 2025 | Sep 14, 2026 |
| HUBS — HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 332 · Ptr spouse · S · $1,001 - $15,000 | Mar 28, 2025 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 631 · Ptr spouse · P · $1,001 - $15,000 | Mar 28, 2025 | Sep 11, 2026 |
| CRM — Charles Schwab Brokerage Account 548 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual spouse · S · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| WDAY — Charles Schwab Brokerage Account 548 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Annual spouse · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 550 · Ptr spouse · S · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 712 · Ptr spouse · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| ANET — Charles Schwab Brokerage Account 548 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| CMG — Charles Schwab Brokerage Account 548 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| SYY — Charles Schwab Brokerage Account 548 ⇒ Sysco Corporation Common Stock (SYY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| VRT — Charles Schwab Brokerage Account 548 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Ptr spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Ptr spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| SYY — Sysco Corporation Common Stock (SYY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 605 · Ptr spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 685 · Ptr spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 217 · Ptr spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual spouse · P · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 212 · Ptr spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 232 · Ptr spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 576 · Ptr spouse · P · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| WMB — Charles Schwab Brokerage Account 548 ⇒ Williams Companies, Inc. (WMB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · P · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 711 · Ptr spouse · P · $1,001 - $15,000 | Feb 24, 2025 | Sep 11, 2026 |
| SHW — Charles Schwab Brokerage Account 548 ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| UBER — Charles Schwab Brokerage Account 548 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| HUBS — HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 333 · Ptr spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 579 · Ptr spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 632 · Ptr spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 655 · Ptr spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| INTU — Charles Schwab Brokerage Account 548 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual spouse · S · $1,001 - $15,000 | Feb 14, 2025 | Sep 14, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 352 · Ptr spouse · S · $1,001 - $15,000 | Feb 14, 2025 | Sep 11, 2026 |
| ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 213 · Ptr spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 216 · Ptr spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 233 · Ptr spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |