| SPCX — Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | Dependent | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr dependent · P · $15,001 - $50,000 | Jun 15, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | May 27, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 24, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | Mar 25, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | Feb 25, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jan 30, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jan 14, 2026 | Sep 11, 2026 |
| GOOGL — Schwab Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Annual spouse · S · $50,001 - $100,000 | Feb 11, 2025 | Sep 14, 2026 |
| AMGN — Schwab Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 14, 2026 |
| AAPL — Schwab Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Annual spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 14, 2026 |
| APTV — Schwab Brokerage Account ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 14, 2026 |
| MSFT — Schwab Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 14, 2026 |
| MDLZ — Schwab Brokerage Account ⇒ SP Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual not_reported · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 14, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 7 · Annual spouse · S (partial) · $250,001 - $500,000 | Feb 11, 2025 | Sep 14, 2026 |
| QCOM — Schwab Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Annual spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 14, 2026 |
| V — Schwab Brokerage Account ⇒ Visa Inc. (V) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Annual spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr spouse · S · $50,001 - $100,000 | Feb 11, 2025 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 11, 2026 |
| APTV — Aptiv PLC Ordinary Shares (APTV) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 11, 2026 |
| MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · S · $1,001 - $15,000 | Feb 11, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$250,001 - $500,000 Original ↗ · Row 7 · Ptr spouse · S (partial) · $250,001 - $500,000 | Feb 11, 2025 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr spouse · S · $15,001 - $50,000 | Feb 11, 2025 | Sep 11, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$500,001 - $1,000,000 Original ↗ · Row 9 · Annual spouse · S (partial) · $500,001 - $1,000,000 | Oct 1, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$500,001 - $1,000,000 Original ↗ · Row 2 · Ptr spouse · S (partial) · $500,001 - $1,000,000 | Oct 1, 2024 | Sep 11, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 8 · Annual spouse · S (partial) · $250,001 - $500,000 | Aug 7, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$250,001 - $500,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $250,001 - $500,000 | Aug 7, 2024 | Sep 11, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 2 · Annual spouse · S (partial) · $250,001 - $500,000 | Feb 20, 2024 | Sep 14, 2026 |
| NVDA — Schwab JM Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Annual dependent · S (partial) · $15,001 - $50,000 | Feb 20, 2024 | Sep 14, 2026 |
| NVDA — Schwab DM Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Annual dependent · S (partial) · $15,001 - $50,000 | Feb 20, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Multiple owners | Sale (partial)Source rows (3)$280,003–$600,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $250,001 - $500,000 Original ↗ · Row 2 · Ptr dependent · S (partial) · $15,001 - $50,000 Original ↗ · Row 3 · Ptr dependent · S (partial) · $15,001 - $50,000 | Feb 20, 2024 | Sep 12, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 88 · Annual spouse · S (partial) · $100,001 - $250,000 | Aug 14, 2023 | Sep 14, 2026 |
| NVDA — Schwab DM Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 97 · Annual dependent · S (partial) · $15,001 - $50,000 | Aug 14, 2023 | Sep 14, 2026 |
| NVDA — Schwab JM Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 98 · Annual dependent · S (partial) · $15,001 - $50,000 | Aug 14, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Multiple owners | Sale (partial)Source rows (3)$130,003–$350,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $100,001 - $250,000 Original ↗ · Row 2 · Ptr dependent · S (partial) · $15,001 - $50,000 Original ↗ · Row 3 · Ptr dependent · S (partial) · $15,001 - $50,000 | Aug 14, 2023 | Sep 12, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 87 · Annual spouse · S (partial) · $250,001 - $500,000 | May 31, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$250,001 - $500,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $250,001 - $500,000 | May 31, 2023 | Sep 12, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 86 · Annual spouse · S (partial) · $1,001 - $15,000 | May 5, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | May 5, 2023 | Sep 12, 2026 |
| RHHBY — Schwab Brokerage Account ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual spouse · S (partial) · $1,001 - $15,000 | Mar 27, 2023 | Sep 14, 2026 |
| RHHBY — Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000 | Mar 27, 2023 | Sep 12, 2026 |
| RHHBY — Schwab Brokerage Account ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 89 · Annual spouse · S · $1,001 - $15,000 | Feb 28, 2023 | Sep 14, 2026 |
| RHHBY — Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Feb 28, 2023 | Sep 12, 2026 |
| NVDA — Schwab Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 15 · Annual spouse · S (partial) · $100,001 - $250,000 | Jan 21, 2022 | Sep 14, 2026 |
| NVDA — Schwab DM Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual dependent · S (partial) · $1,001 - $15,000 | Jan 21, 2022 | Sep 14, 2026 |
| NVDA — Schwab JM Brokerage Account ⇒ NVIDIA Corporation (NVDA) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual dependent · S (partial) · $1,001 - $15,000 | Jan 21, 2022 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Multiple owners | Sale (partial)Source rows (3)$102,003–$280,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $100,001 - $250,000 Original ↗ · Row 2 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · S (partial) · $1,001 - $15,000 | Jan 21, 2022 | Sep 12, 2026 |