| BCS — Barclays PLC Common Stock (BCS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 91 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BDX — Becton, Dickinson and Company Common Stock (BDX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BHP — BHP Group Limited American Depositary Shares (BHP) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BILL — BILL Holdings, Inc. Common Stock (BILL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BKH — Black Hills Corporation Common Stock (BKH) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BTI — British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BR — Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BRKL — Brookline Bancorp, Inc. - Common Stock (BRKL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BF.B — Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BC — Brunswick Corporation Common Stock (BC) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 124 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BURL — Burlington Stores, Inc. Common Stock (BURL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 127 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CPB — Campbell Soup Company Common Stock (CPB) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 129 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CPRI — Capri Holdings Limited Ordinary Shares (CPRI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CSL — Carlisle Companies Incorporated Common Stock (CSL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 132 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 140 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CHD — Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 144 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CIEN — Ciena Corporation (CIEN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 146 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CNH — CNH Industrial N.V. Common Shares (CNH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 150 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| COHR — Coherent Corp. (COHR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 159 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CL — Colgate-Palmolive Company Common Stock (CL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 160 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CBU — Community Financial System, Inc. Common Stock (CBU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 163 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| STZ — Constellation Brands, Inc. Common Stock (STZ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 166 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CNM — Core & Main, Inc. Class A Common Stock (CNM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 170 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 174 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CTRA — Coterra Energy Inc. Common Stock (CTRA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 175 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CYTK — Cytokinetics, Incorporated - Common Stock (CYTK) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 184 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DHI — D.R. Horton, Inc. Common Stock (DHI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 186 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SRE — DBA Sempra Common Stock (SRE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 190 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DAL — Delta Air Lines, Inc. Common Stock (DAL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 195 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| FANG — Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 197 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DKS — Dick's Sporting Goods Inc Common Stock (DKS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 199 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DOCU — DocuSign, Inc. - Common Stock (DOCU) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 200 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 206 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DUOL — Duolingo, Inc. - Class A Common Stock (DUOL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 208 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 211 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EMN — Eastman Chemical Company Common Stock (EMN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 214 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EBAY — eBay Inc. - Common Stock (EBAY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 220 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EME — EMCOR Group, Inc. Common Stock (EME) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 231 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EIG — Employers Holdings Inc Common Stock (EIG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 234 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EQH — Equitable Holdings, Inc. Common Stock (EQH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 241 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| ELS — Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 243 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| ESNT — Essent Group Ltd. Common Shares (ESNT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 244 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EG — Everest Group, Ltd. Common Stock (EG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 247 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EVTC — Evertec, Inc. Common Stock (EVTC) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 248 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| EXC — Exelon Corporation (EXC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 250 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| FFIN — First Financial Bankshares, Inc. - Common Stock (FFIN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 256 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| FHB — First Hawaiian, Inc. - Common Stock (FHB) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 257 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| FR — First Industrial Realty Trust, Inc. Common Stock (FR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 259 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| FTV — Fortive Corporation Common Stock (FTV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 265 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |