| BRKL — Brookline Bancorp, Inc. - Common Stock (BRKL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 121 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| CNO — CNO Financial Group, Inc. Common Stock (CNO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 154 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 171 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| CRGY — Crescent Energy Company Class A Common Stock (CRGY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 178 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 203 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 215 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| EC — Ecopetrol S.A. American Depositary Shares (EC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 222 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 229 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| FNB — F.N.B. Corporation Common Stock (FNB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 254 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| FLO — Flowers Foods, Inc. Common Stock (FLO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 262 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| FCPT — Four Corners Property Trust, Inc. Common Stock (FCPT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 267 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| FBRT — Franklin BSP Realty Trust, Inc. Common Stock (FBRT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 269 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| GTY — Getty Realty Corporation Common Stock (GTY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 282 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| HDB — HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 311 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 320 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| HMN — Horace Mann Educators Corporation Common Stock (HMN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 327 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 338 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 355 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 367 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| KBH — KB Home Common Stock (KBH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 371 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| LXP — LXP Industrial Trust Common Stock (LXP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 397 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| LYB — LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 398 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 426 · Ptr spouse · P · $15,001 - $50,000 | Jun 9, 2025 | Sep 11, 2026 |
| NJR — NewJersey Resources Corporation Common Stock (NJR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 450 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NWE — NorthWestern Energy Group, Inc. - Common Stock (NWE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 462 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NVS — Novartis AG Common Stock (NVS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 471 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 472 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 480 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 497 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| PK — Park Hotels & Resorts Inc. Common Stock (PK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 501 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| PDD — PDD Holdings Inc. - American Depositary Shares (PDD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 508 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| PHI — PLDT Inc. Sponsored ADR (PHI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 517 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| RGLD — Royal Gold, Inc. - Common Stock (RGLD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 547 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SAP — SAP SE ADS (SAP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 560 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 573 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SHEL — Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 578 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SHOP — Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 583 · Ptr spouse · S · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SNN — Smith & Nephew SNATS, Inc. Common Stock (SNN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 586 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SBSI — Southside Bancshares, Inc. - Common Stock (SBSI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 591 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| SNPS — Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 604 · Ptr spouse · S · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 606 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 620 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TTC — Toro Company (TTC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 642 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| UL — Unilever PLC Common Stock (UL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 656 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| UBSI — United Bankshares, Inc. - Common Stock (UBSI) [ST] | Spouse | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 661 · Ptr spouse · P · $1,001 - $15,000 Original ↗ · Row 662 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| VNT — Vontier Corporation Common Stock (VNT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 690 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| WYNN — Wynn Resorts, Limited - Common Stock (WYNN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 715 · Ptr spouse · P · $1,001 - $15,000 | Jun 9, 2025 | Sep 11, 2026 |
| TSLA — Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 667 · Annual spouse · S (partial) · $15,001 - $50,000 | Jun 2, 2025 | Sep 14, 2026 |
| HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual spouse · S · $1,001 - $15,000 | Mar 28, 2025 | Sep 14, 2026 |
| TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual spouse · P · $1,001 - $15,000 | Mar 28, 2025 | Sep 14, 2026 |