| HUBS — HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 332 · Ptr spouse · S · $1,001 - $15,000 | Mar 28, 2025 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 631 · Ptr spouse · P · $1,001 - $15,000 | Mar 28, 2025 | Sep 11, 2026 |
| CRM — Charles Schwab Brokerage Account 548 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual spouse · S · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| WDAY — Charles Schwab Brokerage Account 548 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Annual spouse · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 550 · Ptr spouse · S · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 712 · Ptr spouse · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| ANET — Charles Schwab Brokerage Account 548 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| CMG — Charles Schwab Brokerage Account 548 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| SYY — Charles Schwab Brokerage Account 548 ⇒ Sysco Corporation Common Stock (SYY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| VRT — Charles Schwab Brokerage Account 548 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Ptr spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Ptr spouse · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| SYY — Sysco Corporation Common Stock (SYY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 605 · Ptr spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 685 · Ptr spouse · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 217 · Ptr spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual spouse · P · $1,001 - $15,000 | Mar 12, 2025 | Sep 14, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 212 · Ptr spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 232 · Ptr spouse · S · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 576 · Ptr spouse · P · $1,001 - $15,000 | Mar 12, 2025 | Sep 11, 2026 |
| WMB — Charles Schwab Brokerage Account 548 ⇒ Williams Companies, Inc. (WMB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · P · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 711 · Ptr spouse · P · $1,001 - $15,000 | Feb 24, 2025 | Sep 11, 2026 |
| SHW — Charles Schwab Brokerage Account 548 ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| TTD — Charles Schwab Brokerage Account 548 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| HUBS — Charles Schwab Brokerage Account 548 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| UBER — Charles Schwab Brokerage Account 548 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 14, 2026 |
| HUBS — HubSpot, Inc. Common Stock (HUBS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 333 · Ptr spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 579 · Ptr spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 632 · Ptr spouse · S · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 655 · Ptr spouse · P · $1,001 - $15,000 | Feb 21, 2025 | Sep 11, 2026 |
| INTU — Charles Schwab Brokerage Account 548 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual spouse · S · $1,001 - $15,000 | Feb 14, 2025 | Sep 14, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 352 · Ptr spouse · S · $1,001 - $15,000 | Feb 14, 2025 | Sep 11, 2026 |
| ETN — Charles Schwab Brokerage Account 548 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 548 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| DT — Charles Schwab Brokerage Account 548 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| EMR — Charles Schwab Brokerage Account 548 ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 213 · Ptr spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 216 · Ptr spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 233 · Ptr spouse · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 575 · Ptr spouse · S · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| NXPI — Charles Schwab Brokerage Account 548 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual spouse · S · $1,001 - $15,000 | Jan 22, 2025 | Sep 14, 2026 |
| AVGO — Charles Schwab Brokerage Account 548 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · P · $1,001 - $15,000 | Jan 22, 2025 | Sep 14, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Ptr spouse · P · $1,001 - $15,000 | Jan 22, 2025 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 485 · Ptr spouse · S · $1,001 - $15,000 | Jan 22, 2025 | Sep 11, 2026 |
| ZTS — Charles Schwab Brokerage Account 548 ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · S · $1,001 - $15,000 | Jan 15, 2025 | Sep 14, 2026 |
| DELL — Charles Schwab Brokerage Account 548 ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · P · $1,001 - $15,000 | Jan 15, 2025 | Sep 14, 2026 |
| DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Ptr spouse · P · $1,001 - $15,000 | Jan 15, 2025 | Sep 11, 2026 |
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 720 · Ptr spouse · S · $1,001 - $15,000 | Jan 15, 2025 | Sep 11, 2026 |