| ELV — Charles Schwab Brokerage Account 924 ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1201 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| PRGS — Charles Schwab Brokerage Account 924 ⇒ Progress Software Corporation - Common Stock (PRGS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1202 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| T — Charles Schwab Brokerage Account 924 ⇒ AT&T Inc. (T) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1203 · Annual spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| LLY — Charles Schwab Brokerage Account 924 ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1204 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| KMI — Charles Schwab Brokerage Account 924 ⇒ Kinder Morgan, Inc. Common Stock (KMI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1206 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| PGR — Charles Schwab Brokerage Account 924 ⇒ Progressive Corporation (PGR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1208 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| ADP — Charles Schwab Brokerage Account 924 ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1210 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| AR — Charles Schwab Brokerage Account 924 ⇒ Antero Resources Corporation Common Stock (AR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1211 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| JKHY — Charles Schwab Brokerage Account 924 ⇒ Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1214 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| USFD — Charles Schwab Brokerage Account 924 ⇒ US Foods Holding Corp. Common Stock (USFD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1216 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| WPC — Charles Schwab Brokerage Account 924 ⇒ W. P. Carey Inc. REIT (WPC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1217 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| CW — Charles Schwab Brokerage Account 924 ⇒ Curtiss-Wright Corporation Common Stock (CW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1313 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| TSLA — Charles Schwab Brokerage Account 924 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1314 · Annual spouse · S (partial) · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| CUZ — Charles Schwab Brokerage Account 924 ⇒ Cousins Properties Incorporated Common Stock (CUZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1315 · Annual spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| VNOM — Charles Schwab Brokerage Account 924 ⇒ Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1331 · Annual spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| VZ — Charles Schwab Brokerage Account 924 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1347 · Annual spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| WMB — Charles Schwab Brokerage Account 924 ⇒ Williams Companies, Inc. (WMB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1359 · Annual spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| AIG — American International Group, Inc. New Common Stock (AIG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| AR — Antero Resources Corporation Common Stock (AR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ADSK — Autodesk, Inc. - Common Stock (ADSK) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ADP — Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 82 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| BJ — BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| BR — Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 155 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| CTSH — Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 158 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 172 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| CUZ — Cousins Properties Incorporated Common Stock (CUZ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 177 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| CW — Curtiss-Wright Corporation Common Stock (CW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 183 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 210 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| EC — Ecopetrol S.A. American Depositary Shares (EC) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 223 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 226 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 227 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| EIG — Employers Holdings Inc Common Stock (EIG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 235 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ELS — Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 242 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| FTV — Fortive Corporation Common Stock (FTV) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 264 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| GIS — General Mills, Inc. Common Stock (GIS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 279 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| GL — Globe Life Inc. Common Stock (GL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 284 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| GMED — Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 287 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| HLN — Haleon plc American Depositary Shares (HLN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 303 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 323 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| INGR — Ingredion Incorporated Common Stock (INGR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 344 · Ptr spouse · S · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 357 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| JKHY — Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 360 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| KMB — Kimberly-Clark Corporation - Common Stock (KMB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 375 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |
| KMI — Kinder Morgan, Inc. Common Stock (KMI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 376 · Ptr spouse · P · $1,001 - $15,000 | Jul 10, 2025 | Sep 11, 2026 |