| NOC — Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 459 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| NWE — NorthWestern Energy Group, Inc. - Common Stock (NWE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 461 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| NCLH — Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 463 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| NVS — Novartis AG Common Stock (NVS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 469 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 483 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| OKTA — Okta, Inc. - Class A Common Stock (OKTA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 487 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 488 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 491 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| PK — Park Hotels & Resorts Inc. Common Stock (PK) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 500 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| PATK — Patrick Industries, Inc. - Common Stock (PATK) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 504 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| PII — Polaris Inc. Common Stock (PII) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 518 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| PFG — Principal Financial Group Inc (PFG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 519 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| P — Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 526 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| RF — Regions Financial Corporation Common Stock (RF) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 530 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| RS — Reliance, Inc. Common Stock (RS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 531 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| RGEN — Repligen Corporation - Common Stock (RGEN) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 533 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| RVTY — Revvity, Inc. Common Stock (RVTY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 536 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| RLI — RLI Corp. Common Stock (RLI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 540 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| ROIV — Roivant Sciences Ltd. - Common Shares (ROIV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 541 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| ROST — Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 546 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 554 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SNY — Sanofi - American Depositary Shares (SNY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 555 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SE — Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 564 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SBCF — Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 566 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SEE — Sealed Air Corporation Common Stock (SEE) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 568 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SIGI — Selective Insurance Group, Inc. - Common Stock (SIGI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 569 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 574 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 581 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SNN — Smith & Nephew SNATS, Inc. Common Stock (SNN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 585 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 588 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SBSI — Southside Bancshares, Inc. - Common Stock (SBSI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 590 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SR — Spire Inc. Common Stock (SR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 592 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 597 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| STWD — STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. (STWD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 599 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| SF — Stifel Financial Corporation Common Stock (SF) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 600 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 611 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TMHC — Taylor Morrison Home Corporation Common Stock (TMHC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 613 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TER — Teradyne, Inc. (TER) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 617 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 618 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 622 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TXRH — Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 625 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| BNY — The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 626 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| MIDD — The Middleby Corporation - Common Stock (MIDD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 629 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TKR — Timken Company (TKR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 637 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 641 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TTE — TotalEnergies SE (TTE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 645 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TM — Toyota Motor Corporation Common Stock (TM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 646 · Ptr spouse · P · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TNL — Travel Leisure Co. Common Stock (TNL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 648 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| TRN — Trinity Industries, Inc. Common Stock (TRN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 651 · Ptr spouse · S · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |
| UL — Unilever PLC Common Stock (UL) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 657 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 17, 2025 | Sep 11, 2026 |