| SONY — Charles Schwab Brokerage Account 924 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1198 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| TM — Charles Schwab Brokerage Account 924 ⇒ Toyota Motor Corporation Common Stock (TM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1212 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| TTE — Charles Schwab Brokerage Account 924 ⇒ TotalEnergies SE (TTE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1317 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| TXRH — Charles Schwab Brokerage Account 924 ⇒ Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1318 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| UNH — Charles Schwab Brokerage Account 924 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1324 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| VRSN — Charles Schwab Brokerage Account 924 ⇒ VeriSign, Inc. - Common Stock (VRSN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1338 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| WM — Charles Schwab Brokerage Account 924 ⇒ Waste Management, Inc. Common Stock (WM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1356 · Annual spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| AGCO — AGCO Corporation Common Stock (AGCO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| ATR — AptarGroup, Inc. Common Stock (ATR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| MT — Arcelor Mittal NY Registry Shares NEW (MT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| BDX — Becton, Dickinson and Company Common Stock (BDX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| BP — BP p.l.c. Common Stock (BP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CHX — ChampionX Corporation (CHX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CHE — Chemed Corp (CHE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 139 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 143 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CHD — Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 145 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CLX — Clorox Company (CLX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 149 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CNH — CNH Industrial N.V. Common Shares (CNH) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 151 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 156 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CL — Colgate-Palmolive Company Common Stock (CL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 161 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| COP — ConocoPhillips Common Stock (COP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 165 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CRGY — Crescent Energy Company Class A Common Stock (CRGY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 179 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| CMI — Cummins Inc. Common Stock (CMI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 181 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 192 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DEO — Diageo plc Common Stock (DEO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 196 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DLB — Dolby Laboratories Common Stock (DLB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 201 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DOW — Dow Inc. Common Stock (DOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 204 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DUOL — Duolingo, Inc. - Class A Common Stock (DUOL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 207 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 209 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| EBAY — eBay Inc. - Common Stock (EBAY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 219 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 225 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| EQNR — Equinor ASA (EQNR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 238 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 251 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GIS — General Mills, Inc. Common Stock (GIS) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 277 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GMED — Globus Medical, Inc. Class A Common Stock (GMED) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 286 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GFI — Gold Fields Limited American Depositary Shares (GFI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 289 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GSK — GSK plc American Depositary Shares (GSK) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 299 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| GWRE — Guidewire Software, Inc. Common Stock (GWRE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 302 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| HLN — Haleon plc American Depositary Shares (HLN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 304 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| HAL — Halliburton Company Common Stock (HAL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 305 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| HMC — Honda Motor Company, Ltd. Common Stock (HMC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 324 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| HUM — Humana Inc. Common Stock (HUM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 334 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| IBN — ICICI Bank Limited Common Stock (IBN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 336 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| INFY — Infosys Limited American Depositary Shares (INFY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 341 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |