| ECL — Ecolab Inc. Common Stock (ECL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 221 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 230 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 291 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 322 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| HWM — Howmet Aerospace Inc. Common Stock (HWM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 330 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 353 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 354 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| MLM — Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 405 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 416 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 425 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| MCO — Moody's Corporation Common Stock (MCO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 434 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 445 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 479 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 484 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| ORLY — O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 489 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 496 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 502 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 551 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 577 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 580 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| SHOP — Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 582 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| SNPS — Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 603 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 633 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 634 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 639 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 681 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 688 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 721 · Ptr spouse · P · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| SMR — Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [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 | Nov 8, 2024 | Sep 14, 2026 |
| TSLA — Charles Schwab 401K ⇒ Schwab 824 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 44 · Annual spouse · P · $15,001 - $50,000 | Nov 8, 2024 | Sep 14, 2026 |
| SMR — NuScale Power Corporation Class A Common Stock (SMR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 474 · Ptr spouse · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 619 · Ptr spouse · P · $15,001 - $50,000 | Nov 8, 2024 | Sep 11, 2026 |
| PLTR — Charles Schwab 401K ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 45 · Annual spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 14, 2026 |
| TSM — Charles Schwab 401K ⇒ Schwab 824 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 46 · Annual spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 14, 2026 |
| NVDA — Charles Schwab 401K ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 47 · Annual spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 475 · Ptr spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 495 · Ptr spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 609 · Ptr spouse · P · $100,001 - $250,000 | Nov 7, 2024 | Sep 11, 2026 |
| NVDA — Charles Schwab 401K ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 48 · Annual spouse · S (partial) · $100,001 - $250,000 | Oct 23, 2024 | Sep 14, 2026 |
| AMD — Charles Schwab 401K ⇒ Schwab 824 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 49 · Annual spouse · S · $15,001 - $50,000 | Oct 23, 2024 | Sep 14, 2026 |
| PLTR — Charles Schwab 401K ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 50 · Annual spouse · S (partial) · $50,001 - $100,000 | Oct 23, 2024 | Sep 14, 2026 |
| TSM — Charles Schwab 401K ⇒ Schwab 824 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 51 · Annual spouse · S (partial) · $50,001 - $100,000 | Oct 23, 2024 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr spouse · S · $15,001 - $50,000 | Oct 23, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 476 · Ptr spouse · S (partial) · $100,001 - $250,000 | Oct 23, 2024 | Sep 11, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 494 · Ptr spouse · S (partial) · $50,001 - $100,000 | Oct 23, 2024 | Sep 11, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 610 · Ptr spouse · S (partial) · $50,001 - $100,000 | Oct 23, 2024 | Sep 11, 2026 |
| PLTR — Charles Schwab 401K ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 52 · Annual spouse · P · $15,001 - $50,000 | Aug 14, 2024 | Sep 14, 2026 |
| PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 492 · Ptr spouse · P · $15,001 - $50,000 | Aug 14, 2024 | Sep 11, 2026 |
| SEE — Charles Schwab Brokerage Account 924 ⇒ Sealed Air Corporation Common Stock (SEE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Annual spouse · P · $1,001 - $15,000 | Jun 11, 2024 | Sep 14, 2026 |
| SEE — Sealed Air Corporation Common Stock (SEE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 567 · Ptr spouse · P · $1,001 - $15,000 | Jun 11, 2024 | Sep 11, 2026 |