| May 9, 2025 | K | SellSpouse | $250k - $500k | |
| May 6, 2024 | Exxon Mobil Corporation Common Stock | ExchangeSpouse | $1k - $15k | Date uncertain |
| Mar 27, 2025 | D | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | JP Morgan Chase & Co. Common Stock | SellJoint | $15k - $50k | |
| Mar 27, 2025 | A Ameriprise Financial, Inc. Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | A Apple Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | S Simon Property Group, Inc. Common Stock | SellJoint | $15k - $50k | |
| Mar 27, 2025 | Arista Networks, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | Honeywell International Inc. | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | M Microsoft Corporation - Common Stock | SellSpouse | $50k - $100k | |
| Mar 27, 2025 | P | SellJoint | $15k - $50k | |
| Mar 27, 2025 | D Dollar General Corporation Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | U United Rentals, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | C CrowdStrike Holdings, Inc. - Class A Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | C Costco Wholesale Corporation - Common Stock | SellJoint | $15k - $50k | |
| Mar 27, 2025 | N NVIDIA Corporation - Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | A Ameriprise Financial, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | P Philip Morris International Inc Common Stock | SellJoint | $15k - $50k | |
| Mar 27, 2025 | U Uber Technologies, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | Equinix, Inc. - Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | P Parker-Hannifin Corporation Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | H | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | M Microsoft Corporation - Common Stock | SellJoint | $50k - $100k | |
| Mar 27, 2025 | U UnitedHealth Group Incorporated Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | T Thermo Fisher Scientific Inc Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | Cencora, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | A Accenture plc Class A Ordinary Shares | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | N NVIDIA Corporation - Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | Bristol-Myers Squibb Company Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | F Fifth Third Bancorp - Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | Z Zoetis Inc. Class A Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | Danaher Corporation Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | O O'Reilly Automotive, Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | C Costco Wholesale Corporation - Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | A Apple Inc. - Common Stock | SellJoint | $15k - $50k | |
| Mar 27, 2025 | A Amazon.com, Inc. - Common Stock | SellJoint | $1k - $15k | |
| Mar 27, 2025 | Alphabet Inc. - Class A Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | Salesforce, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | BlackRock, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | L L3Harris Technologies, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 27, 2025 | P Parker-Hannifin Corporation Common Stock | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | V | SellSpouse | $15k - $50k | |
| Mar 27, 2025 | Cadence Design Systems, Inc. - Common Stock | SellSpouse | $1k - $15k | |
| Mar 25, 2025 | TE Connectivity plc Ordinary Shares | SellSpouse | $15k - $50k | |
| Feb 26, 2025 | A Amazon.com, Inc. - Common Stock | SellJoint | $1k - $15k | |
| Feb 26, 2025 | P Parker-Hannifin Corporation Common Stock | SellJoint | $1k - $15k | |
| Feb 26, 2025 | C Costco Wholesale Corporation - Common Stock | SellJoint | $1k - $15k | |
| Feb 26, 2025 | A Ameriprise Financial, Inc. Common Stock | BuyJoint | $1k - $15k | |
| Feb 26, 2025 | N NVIDIA Corporation - Common Stock | SellJoint | $1k - $15k | |
| Feb 26, 2025 | C CrowdStrike Holdings, Inc. - Class A Common Stock | BuyJoint | $1k - $15k | |