| TJX — Charles Schwab Brokerage Account 924 ⇒ TJX Companies, Inc. (TJX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1207 · Annual spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| TTC — Charles Schwab Brokerage Account 924 ⇒ Toro Company (TTC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1316 · Annual spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| UBSI — Charles Schwab Brokerage Account 924 ⇒ United Bankshares, Inc. - Common Stock (UBSI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1320 · Annual spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| VRTX — Charles Schwab Brokerage Account 924 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1344 · Annual spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| AGCO — AGCO Corporation Common Stock (AGCO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| ADC — Agree Realty Corporation Common Stock (ADC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| ALK — Alaska Air Group, Inc. Common Stock (ALK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AAL — American Airlines Group, Inc. - Common Stock (AAL) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BUD — Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| ARMK — Aramark Common Stock (ARMK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AWI — Armstrong World Industries Inc Common Stock (AWI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AVTR — Avantor, Inc. Common Stock (AVTR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 84 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AVNT — Avient Corporation Common Stock (AVNT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 86 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BHP — BHP Group Limited American Depositary Shares (BHP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BJ — BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BKH — Black Hills Corporation Common Stock (BKH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BCO — Brinks Company (BCO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BF.B — Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BC — Brunswick Corporation Common Stock (BC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BURL — Burlington Stores, Inc. Common Stock (BURL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 126 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| BWXT — BWX Technologies, Inc. Common Stock (BWXT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 128 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CPRI — Capri Holdings Limited Ordinary Shares (CPRI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 131 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CASY — Caseys General Stores, Inc. - Common Stock (CASY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CHX — ChampionX Corporation (CHX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 135 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CNO — CNO Financial Group, Inc. Common Stock (CNO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 153 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CBU — Community Financial System, Inc. Common Stock (CBU) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 162 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CDP — COPT Defense Properties Common Shares of Beneficial Interest (CDP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 168 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CNM — Core & Main, Inc. Class A Common Stock (CNM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 169 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CYTK — Cytokinetics, Incorporated - Common Stock (CYTK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 185 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 202 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| EQNR — Equinor ASA (EQNR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 239 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| ESNT — Essent Group Ltd. Common Shares (ESNT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 245 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| EVTC — Evertec, Inc. Common Stock (EVTC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 249 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FNB — F.N.B. Corporation Common Stock (FNB) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 253 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FFIN — First Financial Bankshares, Inc. - Common Stock (FFIN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 255 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FHB — First Hawaiian, Inc. - Common Stock (FHB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 258 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FIVE — Five Below, Inc. - Common Stock (FIVE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 261 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FLO — Flowers Foods, Inc. Common Stock (FLO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 263 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FCPT — Four Corners Property Trust, Inc. Common Stock (FCPT) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 266 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FBRT — Franklin BSP Realty Trust, Inc. Common Stock (FBRT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 270 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GME — GameStop Corporation Common Stock (GME) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 271 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GATX — GATX Corporation Common Stock (GATX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 275 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GNW — Genworth Financial Inc Common Stock (GNW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 281 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GTY — Getty Realty Corporation Common Stock (GTY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 283 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| GFI — Gold Fields Limited American Depositary Shares (GFI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 290 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| HDB — HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 310 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| HQY — HealthEquity, Inc. - Common Stock (HQY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 313 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |