| HTH — Hilltop Holdings Inc. (HTH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 318 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| HMN — Horace Mann Educators Corporation Common Stock (HMN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 326 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| IRT — Independence Realty Trust, Inc. Common Stock (IRT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 339 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 368 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| KRG — Kite Realty Group Trust Common Stock (KRG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 379 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| LI — Li Auto Inc. - American Depositary Shares (LI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 384 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| LNC — Lincoln National Corporation Common Stock (LNC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 385 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| LPX — Louisiana-Pacific Corporation Common Stock (LPX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 393 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MGY — Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 402 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MTZ — MasTec, Inc. Common Stock (MTZ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 406 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MTG — MGIC Investment Corporation Common Stock (MTG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 417 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 427 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MCO — Moody's Corporation Common Stock (MCO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 433 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| FIZZ — National Beverage Corp. - Common Stock (FIZZ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 436 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NTES — NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 443 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NBIX — Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 447 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NJR — NewJersey Resources Corporation Common Stock (NJR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 449 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NOK — Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 456 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NVS — Novartis AG Common Stock (NVS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 470 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 481 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 503 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| PATK — Patrick Industries, Inc. - Common Stock (PATK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 505 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| RGEN — Repligen Corporation - Common Stock (RGEN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 535 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| RLI — RLI Corp. Common Stock (RLI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 539 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| SAIC — Science Applications International Corporation - Common Stock (SAIC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 563 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| SIGI — Selective Insurance Group, Inc. - Common Stock (SIGI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 570 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| SFM — Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 593 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| STWD — STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. (STWD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 598 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| THC — Tenet Healthcare Corporation Common Stock (THC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 616 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CPB — The Campbell's Company - Common Stock (CPB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 627 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| MIDD — The Middleby Corporation - Common Stock (MIDD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 630 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| TKR — Timken Company (TKR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 638 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 640 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| TTC — Toro Company (TTC) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 643 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| TNL — Travel Leisure Co. Common Stock (TNL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 649 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| TRN — Trinity Industries, Inc. Common Stock (TRN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 650 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| UBSI — United Bankshares, Inc. - Common Stock (UBSI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 660 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| X — United States Steel Corporation Common Stock (X) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 666 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| UTHR — United Therapeutics Corporation - Common Stock (UTHR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 667 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| UNM — Unum Group Common Stock (UNM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 671 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| VRE — Veris Residential, Inc. Common Stock (VRE) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 676 · Ptr spouse · P · $15,001 - $50,000 | Jun 11, 2025 | Sep 11, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 682 · Ptr spouse · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| VOYA — Voya Financial, Inc. Common Stock (VOYA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 693 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| AVGO — Charles Schwab Brokerage Account 924 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 374 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| BKR — Charles Schwab Brokerage Account 924 ⇒ Baker Hughes Company - Common Stock (BKR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 419 · Annual spouse · S · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| DELL — Charles Schwab Brokerage Account 924 ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 605 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| EC — Charles Schwab Brokerage Account 924 ⇒ Ecopetrol S.A. American Depositary Shares (EC) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 629 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| GOOG — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 831 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 944 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |
| JPM — Charles Schwab Brokerage Account 924 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1063 · Annual spouse · S (partial) · $1,001 - $15,000 | Jun 10, 2025 | Sep 14, 2026 |