| ING — ING Group, N.V. Common Stock (ING) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 343 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| INGR — Ingredion Incorporated Common Stock (INGR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 345 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| IBKR — Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 346 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 350 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| JD — JD.com, Inc. - American Depositary Shares (JD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 361 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 364 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 388 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| LYB — LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 399 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| MGY — Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 403 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| MA — Mastercard Incorporated Common Stock (MA) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 407 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 410 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 412 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| NGG — National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 439 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| NWG — NatWest Group plc American Depositary Shares, (NWG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 440 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| NOC — Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 460 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| NOV — NOV Inc. Common Stock (NOV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 465 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| OVV — Ovintiv Inc. (OVV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 490 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 511 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| PM — Philip Morris International Inc Common Stock (PM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 514 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 521 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| RBA — RB Global, Inc. Common Stock (RBA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 529 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| RS — Reliance, Inc. Common Stock (RS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 532 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| RIO — Rio Tinto Plc Common Stock (RIO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 538 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| ROST — Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 545 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| SCI — Service Corporation International Common Stock (SCI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 571 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| SGI — Somnigroup International Inc. Common Stock (SGI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 587 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 589 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 595 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| TXRH — Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 624 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| SJM — The J.M. Smucker Company Common Stock (SJM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 628 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| TTE — TotalEnergies SE (TTE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 644 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| TM — Toyota Motor Corporation Common Stock (TM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 647 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| TCOM — Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 652 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 669 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| VALE — VALE S.A. American Depositary Shares Each Representing one common share (VALE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 674 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| VRSN — VeriSign, Inc. - Common Stock (VRSN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 678 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 680 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| VNOM — Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 686 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| WM — Waste Management, Inc. Common Stock (WM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 699 · Ptr spouse · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| YUM — Yum! Brands, Inc. (YUM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 719 · Ptr spouse · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 11, 2026 |
| ADBE — Charles Schwab Brokerage Account 924 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1084 · Annual spouse · P · $1,001 - $15,000 | Jun 23, 2025 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · P · $1,001 - $15,000 | Jun 23, 2025 | Sep 11, 2026 |
| X — Charles Schwab Brokerage Account 924 ⇒ United States Steel Corporation Common Stock (X) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 295 · Annual spouse · S · $1,001 - $15,000 | Jun 20, 2025 | Sep 14, 2026 |
| X — United States Steel Corporation Common Stock (X) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 665 · Ptr spouse · S · $1,001 - $15,000 | Jun 20, 2025 | Sep 11, 2026 |
| ADC — Charles Schwab Brokerage Account 924 ⇒ Agree Realty Corporation Common Stock (ADC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 327 · Annual spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |
| ALK — Charles Schwab Brokerage Account 924 ⇒ Alaska Air Group, Inc. Common Stock (ALK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 362 · Annual spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |
| ARMK — Charles Schwab Brokerage Account 924 ⇒ Aramark Common Stock (ARMK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 370 · Annual spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |
| AVNT — Charles Schwab Brokerage Account 924 ⇒ Avient Corporation Common Stock (AVNT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 375 · Annual spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |
| AVTR — Charles Schwab Brokerage Account 924 ⇒ Avantor, Inc. Common Stock (AVTR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 377 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |
| AWI — Charles Schwab Brokerage Account 924 ⇒ Armstrong World Industries Inc Common Stock (AWI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 379 · Annual spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 14, 2026 |