| 2026-07-13 | Applied Materials, Inc. - Common Stock (AMAT) | AMAT | Purchase | Self | $1,001 - $15,000 | 2026-08-27 |
| 2026-07-13 | STERIS plc (STE) | STE | Sale | Self | $1,001 - $15,000 | 2026-08-27 |
| 2026-07-13 | W.W. Grainger, Inc. Common Stock (GWW) | GWW | Partial sale | Self | $1,001 - $15,000 | 2026-08-27 |
| 2025-10-10 | American Express Company Common Stock (AXP) | AXP | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | American Express Company Common Stock (AXP) | AXP | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | American Express Company Common Stock (AXP) | AXP | Purchase | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Purchase | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Carrier Global Corporation Common Stock (CARR) | CARR | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Carrier Global Corporation Common Stock (CARR) | CARR | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Carrier Global Corporation Common Stock (CARR) | CARR | Sale | Self | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock (CSCO) | CSCO | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock (CSCO) | CSCO | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock (CSCO) | CSCO | Purchase | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock (DELL) | DELL | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock (DELL) | DELL | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock (DELL) | DELL | Purchase | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Goldman Sachs Group, Inc. (GS) | GS | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Goldman Sachs Group, Inc. (GS) | GS | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Goldman Sachs Group, Inc. (GS) | GS | Purchase | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Johnson & Johnson Common Stock (JNJ) | JNJ | Partial sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Johnson & Johnson Common Stock (JNJ) | JNJ | Partial sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | McKesson Corporation Common Stock (MCK) | MCK | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Sherwin-Williams Company (SHW) | SHW | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Sherwin-Williams Company (SHW) | SHW | Sale | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Sherwin-Williams Company (SHW) | SHW | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Taiwan Semiconductor | | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | TSM | Purchase | Self | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | TSM | Purchase | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Sale | Self | $15,001 - $50,000 | 2025-11-22 |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Sale | Dependent child | $1,001 - $15,000 | 2025-11-22 |
| 2024-11-08 | A.O. Smith Corporation Common Stock (AOS) | AOS | Sale | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Accenture plc Class A Ordinary Shares (ACN) | ACN | Purchase | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Alphabet Inc. - Class C Capital Stock (GOOG) | GOOG | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Analog Devices, Inc. - Common Stock (ADI) | ADI | Purchase | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Atmos Energy Corporation Common Stock (ATO) | ATO | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Berkshire Hathaway Inc. New Common Stock (BRK.B) | BRK.B | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Chevron Corporation Common Stock (CVX) | CVX | Sale | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Cummins Inc. Common Stock (CMI) | CMI | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Cummins Inc. Common Stock (CMI) | CMI | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Elevance Health, Inc. Common Stock (ELV) | ELV | Purchase | Dependent child | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Exxon Mobil Corporation Common Stock (XOM) | XOM | Sale | Self | $1,001 - $15,000 | 2024-12-09 |
| 2024-11-08 | Home Depot, Inc. (HD) | HD | Purchase | Self | $1,001 - $15,000 | 2024-12-09 |