| 2026-09-30 | ImmunityBio, Inc. - Common Stock (IBRX) | IBRX | Purchase | Spouse | $1,001 - $15,000 | 2026-10-12 |
| 2026-09-30 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Spouse | $1,001 - $15,000 | 2026-10-12 |
| 2026-09-30 | Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Partial sale | Spouse | $15,001 - $50,000 | 2026-10-12 |
| 2026-09-28 | Caterpillar, Inc. Common Stock (CAT) | CAT | Purchase | Spouse | $1,001 - $15,000 | 2026-10-12 |
| 2026-09-28 | ImmunityBio, Inc. - Common Stock (IBRX) | IBRX | Purchase | Spouse | $1,001 - $15,000 | 2026-10-12 |
| 2026-09-14 | CACI International, Inc. Class A Common Stock (CACI) | CACI | Purchase | Spouse | $15,001 - $50,000 | 2026-10-12 |
| 2026-09-14 | Novagold Resources Inc. (NG) | NG | Purchase | Spouse | $1,001 - $15,000 | 2026-10-12 |
| 2026-09-14 | Olin Corporation Common Stock (OLN) | OLN | Purchase | Spouse | $15,001 - $50,000 | 2026-10-12 |
| 2026-09-14 | Transocean Ltd (RIG) | RIG | Purchase | Spouse | $15,001 - $50,000 | 2026-10-12 |
| 2025-10-31 | AbbVie Inc. Common Stock (ABBV) | ABBV | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | ACI Worldwide, Inc. - Common Stock (ACIW) | ACIW | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Advanced Micro Devices, Inc. (AMD) | AMD | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Akamai Technologies, Inc. - Common Stock (AKAM) | AKAM | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | ALEX | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | BABA | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Allegion plc Ordinary Shares (ALLE) | ALLE | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Alphabet Inc. - Class A Common Stock (GOOGL) | GOOGL | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Alphabet Inc. - Class C Capital Stock (GOOG) | GOOG | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | American Express Company Common Stock (AXP) | AXP | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | AMH | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | AppFolio, Inc. - Class A Common Stock (APPF) | APPF | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Apple Inc. - Common Stock (AAPL) | AAPL | Sale | Spouse | $15,001 - $50,000 | 2025-11-21 |
| 2025-10-31 | ASML Holding N.V. - New York Registry Shares (ASML) | ASML | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | AstraZeneca PLC - American Depositary Shares (AZN) | AZN | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | AvalonBay Communities, Inc. Common Stock (AVB) | AVB | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Bank of America Corporation Common Stock (BAC) | BAC | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Barclays PLC Common Stock (BCS) | BCS | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Baxter International Inc. Common Stock (BAX) | BAX | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Berkshire Hathaway Inc. New Common Stock (BRK.B) | BRK.B | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | BHP Group Limited American Depositary Shares (BHP) | BHP | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | BlackLine, Inc. - Common Stock (BL) | BL | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Boston Scientific Corporation Common Stock (BSX) | BSX | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | BP p.l.c. Common Stock (BP) | BP | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Brinks Company (BCO) | BCO | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Broadcom Inc. - Common Stock (AVGO) | AVGO | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Brown & Brown, Inc. Common Stock (BRO) | BRO | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | BWX Technologies, Inc. Common Stock (BWXT) | BWXT | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | CACI International, Inc. Class A Common Stock (CACI) | CACI | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Caseys General Stores, Inc. - Common Stock (CASY) | CASY | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Chord Energy Corporation - Common Stock (CHRD) | CHRD | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Ciena Corporation (CIEN) | CIEN | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Clorox Company (CLX) | CLX | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Coca-Cola Company (KO) | KO | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Coherent Corp. (COHR) | COHR | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | ConocoPhillips Common Stock (COP) | COP | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Constellation Energy Corporation - Common Stock When-Issued (CEG) | CEG | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Core & Main, Inc. Class A Common Stock (CNM) | CNM | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | Cummins Inc. Common Stock (CMI) | CMI | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | CVS Health Corporation Common Stock (CVS) | CVS | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |
| 2025-10-31 | D.R. Horton, Inc. Common Stock (DHI) | DHI | Sale | Spouse | $1,001 - $15,000 | 2025-11-21 |