Lisa McClainFiling

Transactions filing | Filed on 13 Aug 2025

This congressional financial disclosure from Lisa McClain (transactions filing) filed on August 13, 2025 contains 723 stock trades including SIGI, DELL, ECL, AIG, FFIN and 372 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 538 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 520 days after the trade date. Only 25% of transactions met the disclosure requirement.

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STOCK Act Compliance Violation

This filing contains 538 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

520

Days Late (Max)

25%

Compliance Rate

538/715

Non-Compliant

About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.

Politician Name

Lisa McClain

Filing Type

Transactions filing

Filed Date

13 Aug 2025

View Original Filing (PDF)

Transactions

723 transactions


Autoliv, Inc. Common Stoc... ALV	S (partial)	4 Aug 2025	$1,001 - $15,000	-
Arthur J. Gallagher & Co.... AJG	S	4 Aug 2025	$1,001 - $15,000	-
Applied Materials, Inc. -... AMAT	S (partial)	4 Aug 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	S (partial)	4 Aug 2025	$1,001 - $15,000	-
Exxon Mobil Corporation C... XOM	P	22 Jul 2025	$1,001 - $15,000	-
WD-40 Company - Common St... WDFC	S	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Western Alliance Bancorpo... WAL	S	22 Jul 2025	$1,001 - $15,000	-
Medpace Holdings, Inc. - ... MEDP	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Waters Corporation Common... WAT	S	22 Jul 2025	$1,001 - $15,000	-
Danaher Corporation Commo... DHR	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
McCormick & Company, Inco... MKC	P	22 Jul 2025	$1,001 - $15,000	-
Merit Medical Systems, In... MMSI	P	22 Jul 2025	$1,001 - $15,000	-
Starbucks Corporation - C... SBUX	P	22 Jul 2025	$1,001 - $15,000	-
Repligen Corporation - Co... RGEN	P	22 Jul 2025	$1,001 - $15,000	-
Teleflex Incorporated Com... TFX	S	22 Jul 2025	$1,001 - $15,000	-
Sanofi - American Deposit... SNY	S	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Hormel Foods Corporation ... HRL	S	22 Jul 2025	$1,001 - $15,000	-
Group 1 Automotive, Inc. ... GPI	P	22 Jul 2025	$1,001 - $15,000	-
Union Pacific Corporation... UNP	P	22 Jul 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novanta Inc. - Common Sha... NOVT	P	22 Jul 2025	$1,001 - $15,000	-
Autoliv, Inc. Common Stoc... ALV	P	22 Jul 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	P	22 Jul 2025	$1,001 - $15,000	-
Curtiss-Wright Corporatio... CW	S	22 Jul 2025	$1,001 - $15,000	-
CNH Industrial N.V. Commo... CNH	P	22 Jul 2025	$1,001 - $15,000	-
Albertsons Companies, Inc... ACI	S	22 Jul 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ConAgra Brands, Inc. Comm... CAG	P	22 Jul 2025	$1,001 - $15,000	-
Unilever PLC Common Stock... UL	P	22 Jul 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Revvity, Inc. Common Stoc... RVTY	S (partial)	22 Jul 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	22 Jul 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	S (partial)	22 Jul 2025	$1,001 - $15,000	-
Lithia Motors, Inc. Commo... LAD	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Kinder Morgan, Inc. Commo... KMI	S	22 Jul 2025	$1,001 - $15,000	-
NetEase, Inc. - American ... NTES	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Roper Technologies, Inc. ... ROP	P	22 Jul 2025	$1,001 - $15,000	-
AbbVie Inc. Common Stock ... ABBV	S (partial)	22 Jul 2025	$1,001 - $15,000	-
Novartis AG Common Stock ... NVS	S (partial)	22 Jul 2025	$1,001 - $15,000	-
Morningstar, Inc. - Commo... MORN	P	22 Jul 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	S (partial)	22 Jul 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S (partial)	22 Jul 2025	$1,001 - $15,000	-
Zoetis Inc. Class A Commo... ZTS	P	22 Jul 2025	$1,001 - $15,000	-
Schlumberger N.V. Common ... SLB	S	22 Jul 2025	$1,001 - $15,000	-
Dropbox, Inc. - Class A C... DBX	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
XPO, Inc. Common Stock (X... XPO	P	22 Jul 2025	$1,001 - $15,000	-
New York Times Company (N... NYT	P	22 Jul 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	S	22 Jul 2025	$1,001 - $15,000	-
lululemon athletica inc. ... LULU	S	22 Jul 2025	$1,001 - $15,000	-
Antero Resources Corporat... AR	S	22 Jul 2025	$1,001 - $15,000	-
Darden Restaurants, Inc. ... DRI	S	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Range Resources Corporati... RRC	P	22 Jul 2025	$1,001 - $15,000	-
BHP Group Limited America... BHP	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Texas Pacific Land Corpor... TPL	P	22 Jul 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	P	22 Jul 2025	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
West Pharmaceutical Servi... WST	S	22 Jul 2025	$1,001 - $15,000	-
EPAM Systems, Inc. Common... EPAM	P	22 Jul 2025	$1,001 - $15,000	-
AbbVie Inc. Common Stock ... ABBV	P	22 Jul 2025	$1,001 - $15,000	-
Fiserv, Inc. Common Stock... FI	P	22 Jul 2025	$1,001 - $15,000	-
Royal Gold, Inc. - Common... RGLD	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Whirlpool Corporation Com... WHR	P	22 Jul 2025	$1,001 - $15,000	-
Applied Materials, Inc. -... AMAT	P	22 Jul 2025	$1,001 - $15,000	-
Baxter International Inc.... BAX	P	22 Jul 2025	$1,001 - $15,000	-
Cisco Systems, Inc. - Com... CSCO	P	22 Jul 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	S	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Encompass Health Corporat... EHC	P	22 Jul 2025	$1,001 - $15,000	-
Targa Resources, Inc. Com... TRGP	P	22 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Agilent Technologies, Inc... A	S	16 Jul 2025	$1,001 - $15,000	-
Advanced Drainage Systems... WMS	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Albertsons Companies, Inc... ACI	P	16 Jul 2025	$1,001 - $15,000	-
Equitable Holdings, Inc. ... EQH	S	16 Jul 2025	$1,001 - $15,000	-
Automatic Data Processing... ADP	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Western Alliance Bancorpo... WAL	P	16 Jul 2025	$1,001 - $15,000	-
International Business Ma... IBM	S	16 Jul 2025	$1,001 - $15,000	-
Linde plc - Ordinary Shar... LIN	S	16 Jul 2025	$1,001 - $15,000	-
Kimberly-Clark Corporatio... KMB	S	16 Jul 2025	$1,001 - $15,000	-
Waters Corporation Common... WAT	P	16 Jul 2025	$1,001 - $15,000	-
Schlumberger N.V. Common ... SLB	P	16 Jul 2025	$1,001 - $15,000	-
COPT Defense Properties C... CDP	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Gartner, Inc. Common Stoc... IT	P	16 Jul 2025	$1,001 - $15,000	-
Pfizer, Inc. Common Stock... PFE	P	16 Jul 2025	$1,001 - $15,000	-
Mitsubishi UFJ Financial ... MUFG	S	16 Jul 2025	$1,001 - $15,000	-
Cousins Properties Incorp... CUZ	S	16 Jul 2025	$1,001 - $15,000	-
Alexander & Baldwin, Inc.... ALEX	P	16 Jul 2025	$1,001 - $15,000	-
Teleflex Incorporated Com... TFX	P	16 Jul 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	S	16 Jul 2025	$1,001 - $15,000	-
Anheuser-Busch Inbev SA S... BUD	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Salesforce, Inc. Common S... CRM	S	16 Jul 2025	$1,001 - $15,000	-
Northern Oil and Gas, Inc... NOG	P	16 Jul 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
W. P. Carey Inc. REIT (WP... WPC	S	16 Jul 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Progress Software Corpora... PRGS	S	16 Jul 2025	$1,001 - $15,000	-
Intuitive Surgical, Inc. ... ISRG	S	16 Jul 2025	$1,001 - $15,000	-
Phillips Edison & Company... PECO	P	16 Jul 2025	$1,001 - $15,000	-
BlackRock, Inc. Common St... BLK	P	16 Jul 2025	$1,001 - $15,000	-
Cognizant Technology Solu... CTSH	S	16 Jul 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
CrowdStrike Holdings, Inc... CRWD	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Palo Alto Networks, Inc. ... PANW	S	16 Jul 2025	$1,001 - $15,000	-
Newmont Corporation (NEM) NEM	S (partial)	16 Jul 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	S	16 Jul 2025	$1,001 - $15,000	-
Hormel Foods Corporation ... HRL	P	16 Jul 2025	$1,001 - $15,000	-
Service Corporation Inter... SCI	S	16 Jul 2025	$1,001 - $15,000	-
Jack Henry & Associates, ... JKHY	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Four Corners Property Tru... FCPT	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Home Depot, Inc. (HD) HD	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
lululemon athletica inc. ... LULU	P	16 Jul 2025	$1,001 - $15,000	-
Paychex, Inc. - Common St... PAYX	P	16 Jul 2025	$1,001 - $15,000	-
Six Flags Entertainment C... FUN	P	16 Jul 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	16 Jul 2025	$1,001 - $15,000	-
Landstar System, Inc. - C... LSTR	S	16 Jul 2025	$1,001 - $15,000	-
Progressive Corporation (... PGR	S	16 Jul 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	16 Jul 2025	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	S	16 Jul 2025	$1,001 - $15,000	-
W.R. Berkley Corporation ... WRB	P	16 Jul 2025	$1,001 - $15,000	-
Darden Restaurants, Inc. ... DRI	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Charles Schwab Corporatio... SCHW	S	16 Jul 2025	$1,001 - $15,000	-
WD-40 Company - Common St... WDFC	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Diamondback Energy, Inc. ... FANG	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
NOV Inc. Common Stock (NO... NOV	S	16 Jul 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	P	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
General Mills, Inc. Commo... GIS	S	16 Jul 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	P	16 Jul 2025	$1,001 - $15,000	-
NICE Ltd - American Depos... NICE	S	16 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Everest Group, Ltd. Commo... EG	S	16 Jul 2025	$1,001 - $15,000	-
Haleon plc American Depos... HLN	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Penumbra, Inc. Common Sto... PEN	S	10 Jul 2025	$1,001 - $15,000	-
W. P. Carey Inc. REIT (WP... WPC	P	10 Jul 2025	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	P	10 Jul 2025	$1,001 - $15,000	-
General Mills, Inc. Commo... GIS	P	10 Jul 2025	$1,001 - $15,000	-
Antero Resources Corporat... AR	P	10 Jul 2025	$1,001 - $15,000	-
Procter & Gamble Company ... PG	S	10 Jul 2025	$1,001 - $15,000	-
Intuitive Surgical, Inc. ... ISRG	P	10 Jul 2025	$1,001 - $15,000	-
Home Depot, Inc. (HD) HD	P	10 Jul 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Ecopetrol S.A. American D... EC	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Globe Life Inc. Common St... GL	S	10 Jul 2025	$1,001 - $15,000	-
Equity Lifestyle Properti... ELS	S	10 Jul 2025	$1,001 - $15,000	-
Broadridge Financial Solu... BR	S	10 Jul 2025	$1,001 - $15,000	-
Williams Companies, Inc. ... WMB	S	10 Jul 2025	$1,001 - $15,000	-
Automatic Data Processing... ADP	P	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Costco Wholesale Corporat... COST	S	10 Jul 2025	$1,001 - $15,000	-
Jack Henry & Associates, ... JKHY	P	10 Jul 2025	$1,001 - $15,000	-
Autodesk, Inc. - Common S... ADSK	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
National Grid Transco, PL... NGG	S	10 Jul 2025	$1,001 - $15,000	-
Kinder Morgan, Inc. Commo... KMI	P	10 Jul 2025	$1,001 - $15,000	-
Verizon Communications In... VZ	S	10 Jul 2025	$1,001 - $15,000	-
Monster Beverage Corporat... MNST	S	10 Jul 2025	$1,001 - $15,000	-
Adobe Inc. - Common Stock... ADBE	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Tesla, Inc. - Common Stoc... TSLA	S (partial)	10 Jul 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Quanta Services, Inc. Com... PWR	P	10 Jul 2025	$1,001 - $15,000	-
Philip Morris Internation... PM	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Okta, Inc. - Class A Comm... OKTA	S	10 Jul 2025	$1,001 - $15,000	-
Elevance Health, Inc. Com... ELV	P	10 Jul 2025	$1,001 - $15,000	-
Curtiss-Wright Corporatio... CW	P	10 Jul 2025	$1,001 - $15,000	-
Novo Nordisk A/S Common S... NVO	S (partial)	10 Jul 2025	$1,001 - $15,000	-
US Foods Holding Corp. Co... USFD	P	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Charles Schwab Corporatio... SCHW	P	10 Jul 2025	$1,001 - $15,000	-
Globus Medical, Inc. Clas... GMED	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
AT&T Inc. (T) T	S	10 Jul 2025	$1,001 - $15,000	-
Ingredion Incorporated Co... INGR	S	10 Jul 2025	$1,001 - $15,000	-
Dynatrace, Inc. Common St... DT	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
BJ's Wholesale Club Holdi... BJ	S	10 Jul 2025	$1,001 - $15,000	-
Coca-Cola Company (KO) KO	S	10 Jul 2025	$1,001 - $15,000	-
Fortive Corporation Commo... FTV	S	10 Jul 2025	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	S	10 Jul 2025	$1,001 - $15,000	-
Cousins Properties Incorp... CUZ	P	10 Jul 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Abbott Laboratories Commo... ABT	S	10 Jul 2025	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	P	10 Jul 2025	$1,001 - $15,000	-
Sprouts Farmers Market, I... SFM	S	10 Jul 2025	$1,001 - $15,000	-
Progress Software Corpora... PRGS	P	10 Jul 2025	$1,001 - $15,000	-
Viper Energy, Inc. - Clas... VNOM	S	10 Jul 2025	$1,001 - $15,000	-
Employers Holdings Inc Co... EIG	S	10 Jul 2025	$1,001 - $15,000	-
Sea Limited American Depo... SE	S	10 Jul 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Kimberly-Clark Corporatio... KMB	P	10 Jul 2025	$1,001 - $15,000	-
American International Gr... AIG	S	10 Jul 2025	$1,001 - $15,000	-
Progressive Corporation (... PGR	P	10 Jul 2025	$1,001 - $15,000	-
Cognizant Technology Solu... CTSH	P	10 Jul 2025	$1,001 - $15,000	-
AGCO Corporation Common S... AGCO	S	24 Jun 2025	$1,001 - $15,000	-
Ross Stores, Inc. - Commo... ROST	S	24 Jun 2025	$1,001 - $15,000	-
Ovintiv Inc. (OVV) OVV	P	24 Jun 2025	$1,001 - $15,000	-
LyondellBasell Industries... LYB	S	24 Jun 2025	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	P	24 Jun 2025	$1,001 - $15,000	-
The J.M. Smucker Company ... SJM	P	24 Jun 2025	$1,001 - $15,000	-
Clorox Company (CLX) CLX	P	24 Jun 2025	$1,001 - $15,000	-
ING Group, N.V. Common St... ING	P	24 Jun 2025	$1,001 - $15,000	-
Crescent Energy Company C... CRGY	S	24 Jun 2025	$1,001 - $15,000	-
ChampionX Corporation (CH... CHX	S	24 Jun 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
VALE S.A. American Deposi... VALE	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
JD.com, Inc. - American D... JD	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Humana Inc. Common Stock ... HUM	P	24 Jun 2025	$1,001 - $15,000	-
Abbott Laboratories Commo... ABT	P	24 Jun 2025	$1,001 - $15,000	-
Cummins Inc. Common Stock... CMI	P	24 Jun 2025	$1,001 - $15,000	-
Texas Roadhouse, Inc. - C... TXRH	S	24 Jun 2025	$1,001 - $15,000	-
Trip.com Group Limited - ... TCOM	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
CNH Industrial N.V. Commo... CNH	S (partial)	24 Jun 2025	$1,001 - $15,000	-
National Grid Transco, PL... NGG	P	24 Jun 2025	$1,001 - $15,000	-
Church & Dwight Company, ... CHD	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Gold Fields Limited Ameri... GFI	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Johnson & Johnson Common ... JNJ	S	24 Jun 2025	$1,001 - $15,000	-
Viper Energy, Inc. - Clas... VNOM	P	24 Jun 2025	$1,001 - $15,000	-
Arcelor Mittal NY Registr... MT	P	24 Jun 2025	$1,001 - $15,000	-
Verizon Communications In... VZ	P	24 Jun 2025	$1,001 - $15,000	-
Chemed Corp (CHE) CHE	P	24 Jun 2025	$1,001 - $15,000	-
Rio Tinto Plc Common Stoc... RIO	P	24 Jun 2025	$1,001 - $15,000	-
NOV Inc. Common Stock (NO... NOV	P	24 Jun 2025	$1,001 - $15,000	-
AptarGroup, Inc. Common S... ATR	P	24 Jun 2025	$1,001 - $15,000	-
Duolingo, Inc. - Class A ... DUOL	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
UnitedHealth Group Incorp... UNH	S	24 Jun 2025	$1,001 - $15,000	-
Mastercard Incorporated C... MA	S	24 Jun 2025	$1,001 - $15,000	-
Dolby Laboratories Common... DLB	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Infosys Limited American ... INFY	S	24 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Intuit Inc. - Common Stoc... INTU	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
eBay Inc. - Common Stock ... EBAY	S	24 Jun 2025	$1,001 - $15,000	-
Coca-Cola Company (KO) KO	P	24 Jun 2025	$1,001 - $15,000	-
TotalEnergies SE (TTE) TTE	S	24 Jun 2025	$1,001 - $15,000	-
Exxon Mobil Corporation C... XOM	P	24 Jun 2025	$1,001 - $15,000	-
Waste Management, Inc. Co... WM	S	24 Jun 2025	$1,001 - $15,000	-
ICICI Bank Limited Common... IBN	P	24 Jun 2025	$1,001 - $15,000	-
Dynatrace, Inc. Common St... DT	S (partial)	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Alphabet Inc. - Class A C... GOOGL	P	24 Jun 2025	$1,001 - $15,000	-
Philip Morris Internation... PM	P	24 Jun 2025	$1,001 - $15,000	-
Somnigroup International ... SGI	P	24 Jun 2025	$1,001 - $15,000	-
Chevron Corporation Commo... CVX	S	24 Jun 2025	$1,001 - $15,000	-
Procter & Gamble Company ... PG	P	24 Jun 2025	$1,001 - $15,000	-
ConocoPhillips Common Sto... COP	P	24 Jun 2025	$1,001 - $15,000	-
Honda Motor Company, Ltd.... HMC	P	24 Jun 2025	$1,001 - $15,000	-
Halliburton Company Commo... HAL	S	24 Jun 2025	$1,001 - $15,000	-
Elevance Health, Inc. Com... ELV	P	24 Jun 2025	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	24 Jun 2025	$1,001 - $15,000	-
Sony Group Corporation Am... SONY	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Guidewire Software, Inc. ... GWRE	S	24 Jun 2025	$1,001 - $15,000	-
Interactive Brokers Group... IBKR	S	24 Jun 2025	$1,001 - $15,000	-
Northrop Grumman Corporat... NOC	S	24 Jun 2025	$1,001 - $15,000	-
Linde plc - Ordinary Shar... LIN	P	24 Jun 2025	$1,001 - $15,000	-
Globus Medical, Inc. Clas... GMED	S (partial)	24 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Ingredion Incorporated Co... INGR	P	24 Jun 2025	$1,001 - $15,000	-
VeriSign, Inc. - Common S... VRSN	S	24 Jun 2025	$1,001 - $15,000	-
GSK plc American Deposita... GSK	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Magnolia Oil & Gas Corpor... MGY	S	24 Jun 2025	$1,001 - $15,000	-
McDonald's Corporation Co... MCD	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Merck & Company, Inc. Com... MRK	P	24 Jun 2025	$1,001 - $15,000	-
General Mills, Inc. Commo... GIS	S (partial)	24 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
NatWest Group plc America... NWG	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Chord Energy Corporation ... CHRD	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
British American Tobacco ... BTI	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Service Corporation Inter... SCI	P	24 Jun 2025	$1,001 - $15,000	-
Starbucks Corporation - C... SBUX	S (partial)	24 Jun 2025	$1,001 - $15,000	-
Colgate-Palmolive Company... CL	S	24 Jun 2025	$1,001 - $15,000	-
Haleon plc American Depos... HLN	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Amgen Inc. - Common Stock... AMGN	P	24 Jun 2025	$1,001 - $15,000	-
Yum! Brands, Inc. (YUM) YUM	P	24 Jun 2025	$1,001 - $15,000	-
Diageo plc Common Stock (... DEO	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Becton, Dickinson and Com... BDX	S	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Toyota Motor Corporation ... TM	S	24 Jun 2025	$1,001 - $15,000	-
RB Global, Inc. Common St... RBA	P	24 Jun 2025	$1,001 - $15,000	-
Dow Inc. Common Stock (DO... DOW	P	24 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
BP p.l.c. Common Stock (B... BP	P	24 Jun 2025	$1,001 - $15,000	-
Equinor ASA (EQNR) EQNR	S	24 Jun 2025	$1,001 - $15,000	-
Adobe Inc. - Common Stock... ADBE	P	23 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
United States Steel Corpo... X	S	20 Jun 2025	$1,001 - $15,000	-
American International Gr... AIG	P	17 Jun 2025	$1,001 - $15,000	-
First Financial Bankshare... FFIN	S	17 Jun 2025	$1,001 - $15,000	-
BILL Holdings, Inc. Commo... BILL	P	17 Jun 2025	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	P	17 Jun 2025	$1,001 - $15,000	-
Pure Storage, Inc. Class ... PSTG	P	17 Jun 2025	$1,001 - $15,000	-
Core & Main, Inc. Class A... CNM	S	17 Jun 2025	$1,001 - $15,000	-
Kite Realty Group Trust C... KRG	S	17 Jun 2025	$1,001 - $15,000	-
eBay Inc. - Common Stock ... EBAY	P	17 Jun 2025	$1,001 - $15,000	-
Starbucks Corporation - C... SBUX	P	17 Jun 2025	$1,001 - $15,000	-
Church & Dwight Company, ... CHD	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Walmart Inc. Common Stock... WMT	P	17 Jun 2025	$1,001 - $15,000	-
NatWest Group plc America... NWG	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Repligen Corporation - Co... RGEN	S (partial)	17 Jun 2025	$1,001 - $15,000	-
Sherwin-Williams Company ... SHW	P	17 Jun 2025	$1,001 - $15,000	-
Costco Wholesale Corporat... COST	P	17 Jun 2025	$1,001 - $15,000	-
NNN REIT, Inc. Common Sto... NNN	P	17 Jun 2025	$1,001 - $15,000	-
HSBC Holdings, plc. Commo... HSBC	P	17 Jun 2025	$1,001 - $15,000	-
Okta, Inc. - Class A Comm... OKTA	P	17 Jun 2025	$1,001 - $15,000	-
Texas Instruments Incorpo... TXN	P	17 Jun 2025	$1,001 - $15,000	-
Infosys Limited American ... INFY	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
British American Tobacco ... BTI	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Taylor Morrison Home Corp... TMHC	P	17 Jun 2025	$1,001 - $15,000	-
Barclays PLC Common Stock... BCS	P	17 Jun 2025	$1,001 - $15,000	-
Fortive Corporation Commo... FTV	P	17 Jun 2025	$1,001 - $15,000	-
Timken Company (TKR) TKR	S	17 Jun 2025	$1,001 - $15,000	-
Alaska Air Group, Inc. Co... ALK	S	17 Jun 2025	$1,001 - $15,000	-
GATX Corporation Common S... GATX	S	17 Jun 2025	$1,001 - $15,000	-
Constellation Brands, Inc... STZ	P	17 Jun 2025	$1,001 - $15,000	-
DocuSign, Inc. - Common S... DOCU	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novartis AG Common Stock ... NVS	P	17 Jun 2025	$1,001 - $15,000	-
Spire Inc. Common Stock (... SR	P	17 Jun 2025	$1,001 - $15,000	-
Allegion plc Ordinary Sha... ALLE	P	17 Jun 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Employers Holdings Inc Co... EIG	P	17 Jun 2025	$1,001 - $15,000	-
Nokia Corporation Sponsor... NOK	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
AT&T Inc. (T) T	P	17 Jun 2025	$1,001 - $15,000	-
Brunswick Corporation Com... BC	S	17 Jun 2025	$1,001 - $15,000	-
Black Hills Corporation C... BKH	S	17 Jun 2025	$1,001 - $15,000	-
WSFS Financial Corporatio... WSFS	P	17 Jun 2025	$1,001 - $15,000	-
Halliburton Company Commo... HAL	P	17 Jun 2025	$1,001 - $15,000	-
Globe Life Inc. Common St... GL	P	17 Jun 2025	$1,001 - $15,000	-
Mastercard Incorporated C... MA	P	17 Jun 2025	$1,001 - $15,000	-
JD.com, Inc. - American D... JD	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Stifel Financial Corporat... SF	P	17 Jun 2025	$1,001 - $15,000	-
Brookline Bancorp, Inc. -... BRKL	S	17 Jun 2025	$1,001 - $15,000	-
Becton, Dickinson and Com... BDX	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Taiwan Semiconductor Manu... TSM	P	17 Jun 2025	$1,001 - $15,000	-
Hyatt Hotels Corporation ... H	P	17 Jun 2025	$1,001 - $15,000	-
Urban Edge Properties Com... UE	P	17 Jun 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	17 Jun 2025	$1,001 - $15,000	-
Genworth Financial Inc Co... GNW	S	17 Jun 2025	$1,001 - $15,000	-
Workday, Inc. - Class A C... WDAY	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Regions Financial Corpora... RF	P	17 Jun 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	P	17 Jun 2025	$1,001 - $15,000	-
Selective Insurance Group... SIGI	S	17 Jun 2025	$1,001 - $15,000	-
Louisiana-Pacific Corpora... LPX	S	17 Jun 2025	$1,001 - $15,000	-
Agree Realty Corporation ... ADC	S	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Healthpeak Properties, In... DOC	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Loews Corporation Common ... L	P	17 Jun 2025	$1,001 - $15,000	-
D.R. Horton, Inc. Common ... DHI	P	17 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
NetEase, Inc. - American ... NTES	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
RLI Corp. Common Stock (R... RLI	S	17 Jun 2025	$1,001 - $15,000	-
Equity Lifestyle Properti... ELS	P	17 Jun 2025	$1,001 - $15,000	-
Hasbro, Inc. - Common Sto... HAS	P	17 Jun 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	P	17 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
International Business Ma... IBM	P	17 Jun 2025	$1,001 - $15,000	-
Dick's Sporting Goods Inc... DKS	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
MGIC Investment Corporati... MTG	S	17 Jun 2025	$1,001 - $15,000	-
Southside Bancshares, Inc... SBSI	S	17 Jun 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	P	17 Jun 2025	$1,001 - $15,000	-
AbbVie Inc. Common Stock ... ABBV	P	17 Jun 2025	$1,001 - $15,000	-
Carlisle Companies Incorp... CSL	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
National Beverage Corp. -... FIZZ	S	17 Jun 2025	$1,001 - $15,000	-
Unilever PLC Common Stock... UL	S (partial)	17 Jun 2025	$1,001 - $15,000	-
Eastman Chemical Company ... EMN	P	17 Jun 2025	$1,001 - $15,000	-
Smith & Nephew SNATS, Inc... SNN	S	17 Jun 2025	$1,001 - $15,000	-
Johnson & Johnson Common ... JNJ	P	17 Jun 2025	$1,001 - $15,000	-
Sea Limited American Depo... SE	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Texas Roadhouse, Inc. - C... TXRH	P	17 Jun 2025	$1,001 - $15,000	-
Chevron Corporation Commo... CVX	P	17 Jun 2025	$1,001 - $15,000	-
Keurig Dr Pepper Inc. (KD... KDP	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Newmont Corporation (NEM) NEM	P	17 Jun 2025	$1,001 - $15,000	-
Duolingo, Inc. - Class A ... DUOL	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Hilltop Holdings Inc. (HT... HTH	S	17 Jun 2025	$1,001 - $15,000	-
EMCOR Group, Inc. Common ... EME	P	17 Jun 2025	$1,001 - $15,000	-
HealthEquity, Inc. - Comm... HQY	S	17 Jun 2025	$1,001 - $15,000	-
Campbell Soup Company Com... CPB	S	17 Jun 2025	$1,001 - $15,000	-
Coterra Energy Inc. Commo... CTRA	P	17 Jun 2025	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Everest Group, Ltd. Commo... EG	P	17 Jun 2025	$1,001 - $15,000	-
Honeywell International I... HON	P	17 Jun 2025	$1,001 - $15,000	-
Northrop Grumman Corporat... NOC	P	17 Jun 2025	$1,001 - $15,000	-
Teradyne, Inc. (TER) TER	P	17 Jun 2025	$1,001 - $15,000	-
Revvity, Inc. Common Stoc... RVTY	P	17 Jun 2025	$1,001 - $15,000	-
Norwegian Cruise Line Hol... NCLH	P	17 Jun 2025	$1,001 - $15,000	-
The Middleby Corporation ... MIDD	S	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Reliance, Inc. Common Sto... RS	P	17 Jun 2025	$1,001 - $15,000	-
First Industrial Realty T... FR	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
GSK plc American Deposita... GSK	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
JP Morgan Chase & Co. Com... JPM	P	17 Jun 2025	$1,001 - $15,000	-
Guidewire Software, Inc. ... GWRE	P	17 Jun 2025	$1,001 - $15,000	-
The Bank of New York Mell... BK	P	17 Jun 2025	$1,001 - $15,000	-
Interactive Brokers Group... IBKR	P	17 Jun 2025	$1,001 - $15,000	-
Agilent Technologies, Inc... A	P	17 Jun 2025	$1,001 - $15,000	-
Trinity Industries, Inc. ... TRN	S	17 Jun 2025	$1,001 - $15,000	-
Armstrong World Industrie... AWI	S	17 Jun 2025	$1,001 - $15,000	-
Exelon Corporation (EXC) EXC	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Bank of America Corporati... BAC	P	17 Jun 2025	$1,001 - $15,000	-
Independence Realty Trust... IRT	S	17 Jun 2025	$1,001 - $15,000	-
Evertec, Inc. Common Stoc... EVTC	S	17 Jun 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Broadridge Financial Solu... BR	P	17 Jun 2025	$1,001 - $15,000	-
Sanofi - American Deposit... SNY	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Seacoast Banking Corporat... SBCF	P	17 Jun 2025	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	P	17 Jun 2025	$1,001 - $15,000	-
Voya Financial, Inc. Comm... VOYA	S	17 Jun 2025	$1,001 - $15,000	-
Veris Residential, Inc. C... VRE	S	17 Jun 2025	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Vistra Corp. Common Stock... VST	P	17 Jun 2025	$1,001 - $15,000	-
NorthWestern Energy Group... NWE	S	17 Jun 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	17 Jun 2025	$1,001 - $15,000	-
Essent Group Ltd. Common ... ESNT	S	17 Jun 2025	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	P	17 Jun 2025	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	P	17 Jun 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	S	17 Jun 2025	$1,001 - $15,000	-
Principal Financial Group... PFG	P	17 Jun 2025	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
BHP Group Limited America... BHP	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Community Financial Syste... CBU	S	17 Jun 2025	$1,001 - $15,000	-
Roivant Sciences Ltd. - C... ROIV	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Palantir Technologies Inc... PLTR	P	17 Jun 2025	$1,001 - $15,000	-
Lloyds Banking Group Plc ... LYG	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
STARWOOD PROPERTY TRUST, ... STWD	S	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Polaris Inc. Common Stock... PII	P	17 Jun 2025	$1,001 - $15,000	-
Hewlett Packard Enterpris... HPE	P	17 Jun 2025	$1,001 - $15,000	-
Watsco, Inc. Common Stock... WSO	P	17 Jun 2025	$1,001 - $15,000	-
Home BancShares, Inc. Com... HOMB	P	17 Jun 2025	$1,001 - $15,000	-
Ross Stores, Inc. - Commo... ROST	P	17 Jun 2025	$1,001 - $15,000	-
General Mills, Inc. Commo... GIS	P	17 Jun 2025	$1,001 - $15,000	-
Sony Group Corporation Am... SONY	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Park Hotels & Resorts Inc... PK	S	17 Jun 2025	$1,001 - $15,000	-
Unum Group Common Stock (... UNM	S	17 Jun 2025	$1,001 - $15,000	-
TotalEnergies SE (TTE) TTE	P	17 Jun 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Travel Leisure Co. Common... TNL	S	17 Jun 2025	$1,001 - $15,000	-
Ciena Corporation (CIEN) CIEN	P	17 Jun 2025	$1,001 - $15,000	-
First Hawaiian, Inc. - Co... FHB	S	17 Jun 2025	$1,001 - $15,000	-
Burlington Stores, Inc. C... BURL	S	17 Jun 2025	$1,001 - $15,000	-
Colgate-Palmolive Company... CL	P	17 Jun 2025	$1,001 - $15,000	-
Diamondback Energy, Inc. ... FANG	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
DBA Sempra Common Stock (... SRE	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
VeriSign, Inc. - Common S... VRSN	P	17 Jun 2025	$1,001 - $15,000	-
Advanced Drainage Systems... WMS	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Monster Beverage Corporat... MNST	P	17 Jun 2025	$1,001 - $15,000	-
Dynatrace, Inc. Common St... DT	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ASML Holding N.V. - New Y... ASML	P	17 Jun 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	17 Jun 2025	$1,001 - $15,000	-
Coherent Corp. (COHR) COHR	P	17 Jun 2025	$1,001 - $15,000	-
Sealed Air Corporation Co... SEE	S	17 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
American Express Company ... AXP	P	17 Jun 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	S (partial)	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Landstar System, Inc. - C... LSTR	P	17 Jun 2025	$1,001 - $15,000	-
Avantor, Inc. Common Stoc... AVTR	S (partial)	17 Jun 2025	$1,001 - $15,000	-
Graco Inc. Common Stock (... GGG	P	17 Jun 2025	$1,001 - $15,000	-
Globus Medical, Inc. Clas... GMED	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Waste Management, Inc. Co... WM	P	17 Jun 2025	$1,001 - $15,000	-
ITT Inc. Common Stock (IT... ITT	P	17 Jun 2025	$1,001 - $15,000	-
Capri Holdings Limited Or... CPRI	S	17 Jun 2025	$1,001 - $15,000	-
Toyota Motor Corporation ... TM	P	17 Jun 2025	$1,001 - $15,000	-
West Pharmaceutical Servi... WST	P	17 Jun 2025	$1,001 - $15,000	-
Graphic Packaging Holding... GPK	P	17 Jun 2025	$1,001 - $15,000	-
Neurocrine Biosciences, I... NBIX	S (partial)	17 Jun 2025	$1,001 - $15,000	-
Cytokinetics, Incorporate... CYTK	S	17 Jun 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	P	17 Jun 2025	$1,001 - $15,000	-
KB Home Common Stock (KBH... KBH	S	17 Jun 2025	$1,001 - $15,000	-
Aramark Common Stock (ARM... ARMK	S	17 Jun 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	17 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Mitsubishi UFJ Financial ... MUFG	P	17 Jun 2025	$1,001 - $15,000	-
Lincoln National Corporat... LNC	S	17 Jun 2025	$1,001 - $15,000	-
T-Mobile US, Inc. (TMUS) TMUS	P	17 Jun 2025	$1,001 - $15,000	-
CNH Industrial N.V. Commo... CNH	P	17 Jun 2025	$1,001 - $15,000	-
Selective Insurance Group... SIGI	P	11 Jun 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	P	11 Jun 2025	$1,001 - $15,000	-
Brunswick Corporation Com... BC	P	11 Jun 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novartis AG Common Stock ... NVS	P	11 Jun 2025	$1,001 - $15,000	-
United Bankshares, Inc. -... UBSI	S	11 Jun 2025	$1,001 - $15,000	-
United Therapeutics Corpo... UTHR	P	11 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
BJ's Wholesale Club Holdi... BJ	P	11 Jun 2025	$1,001 - $15,000	-
Armstrong World Industrie... AWI	P	11 Jun 2025	$1,001 - $15,000	-
Equinor ASA (EQNR) EQNR	P	11 Jun 2025	$1,001 - $15,000	-
Genworth Financial Inc Co... GNW	P	11 Jun 2025	$1,001 - $15,000	-
GATX Corporation Common S... GATX	P	11 Jun 2025	$1,001 - $15,000	-
MGIC Investment Corporati... MTG	P	11 Jun 2025	$1,001 - $15,000	-
First Financial Bankshare... FFIN	P	11 Jun 2025	$1,001 - $15,000	-
F.N.B. Corporation Common... FNB	S	11 Jun 2025	$1,001 - $15,000	-
Agree Realty Corporation ... ADC	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Lincoln National Corporat... LNC	P	11 Jun 2025	$1,001 - $15,000	-
Neurocrine Biosciences, I... NBIX	P	11 Jun 2025	$1,001 - $15,000	-
The Campbell's Company - ... CPB	P	11 Jun 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Caseys General Stores, In... CASY	P	11 Jun 2025	$1,001 - $15,000	-
Unum Group Common Stock (... UNM	P	11 Jun 2025	$1,001 - $15,000	-
Burlington Stores, Inc. C... BURL	P	11 Jun 2025	$1,001 - $15,000	-
The Middleby Corporation ... MIDD	P	11 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Timken Company (TKR) TKR	P	11 Jun 2025	$1,001 - $15,000	-
American Airlines Group, ... AAL	S	11 Jun 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	11 Jun 2025	$1,001 - $15,000	-
Parker-Hannifin Corporati... PH	S	11 Jun 2025	$1,001 - $15,000	-
BWX Technologies, Inc. Co... BWXT	P	11 Jun 2025	$1,001 - $15,000	-
HealthEquity, Inc. - Comm... HQY	P	11 Jun 2025	$1,001 - $15,000	-
Repligen Corporation - Co... RGEN	P	11 Jun 2025	$1,001 - $15,000	-
Moody's Corporation Commo... MCO	S	11 Jun 2025	$1,001 - $15,000	-
MasTec, Inc. Common Stock... MTZ	P	11 Jun 2025	$1,001 - $15,000	-
NetEase, Inc. - American ... NTES	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
RLI Corp. Common Stock (R... RLI	P	11 Jun 2025	$1,001 - $15,000	-
Four Corners Property Tru... FCPT	S (partial)	11 Jun 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Trinity Industries, Inc. ... TRN	P	11 Jun 2025	$1,001 - $15,000	-
Community Financial Syste... CBU	P	11 Jun 2025	$1,001 - $15,000	-
Science Applications Inte... SAIC	P	11 Jun 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ChampionX Corporation (CH... CHX	P	11 Jun 2025	$1,001 - $15,000	-
Gold Fields Limited Ameri... GFI	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
National Beverage Corp. -... FIZZ	P	11 Jun 2025	$1,001 - $15,000	-
Avantor, Inc. Common Stoc... AVTR	P	11 Jun 2025	$1,001 - $15,000	-
TJX Companies, Inc. (TJX) TJX	S	11 Jun 2025	$1,001 - $15,000	-
NewJersey Resources Corpo... NJR	S	11 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Berkshire Hathaway Inc. N... BRK.B	S (partial)	11 Jun 2025	$1,001 - $15,000	-
Realty Trust, Inc. Common... FBRT	S	11 Jun 2025	$1,001 - $15,000	-
Alaska Air Group, Inc. Co... ALK	P	11 Jun 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S (partial)	11 Jun 2025	$1,001 - $15,000	-
BHP Group Limited America... BHP	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Five Below, Inc. - Common... FIVE	P	11 Jun 2025	$1,001 - $15,000	-
STARWOOD PROPERTY TRUST, ... STWD	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Louisiana-Pacific Corpora... LPX	P	11 Jun 2025	$1,001 - $15,000	-
Aramark Common Stock (ARM... ARMK	P	11 Jun 2025	$1,001 - $15,000	-
Toro Company (TTC) TTC	S	11 Jun 2025	$1,001 - $15,000	-
Tenet Healthcare Corporat... THC	P	11 Jun 2025	$1,001 - $15,000	-
Travel Leisure Co. Common... TNL	P	11 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Sprouts Farmers Market, I... SFM	P	11 Jun 2025	$1,001 - $15,000	-
Horace Mann Educators Cor... HMN	S	11 Jun 2025	$1,001 - $15,000	-
Li Auto Inc. - American D... LI	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Anheuser-Busch Inbev SA S... BUD	S (partial)	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Core & Main, Inc. Class A... CNM	P	11 Jun 2025	$1,001 - $15,000	-
First Hawaiian, Inc. - Co... FHB	P	11 Jun 2025	$1,001 - $15,000	-
COPT Defense Properties C... CDP	P	11 Jun 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Hilltop Holdings Inc. (HT... HTH	P	11 Jun 2025	$1,001 - $15,000	-
Nokia Corporation Sponsor... NOK	P	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Brinks Company (BCO) BCO	P	11 Jun 2025	$1,001 - $15,000	-
Voya Financial, Inc. Comm... VOYA	P	11 Jun 2025	$1,001 - $15,000	-
United States Steel Corpo... X	P	11 Jun 2025	$1,001 - $15,000	-
Magnolia Oil & Gas Corpor... MGY	P	11 Jun 2025	$1,001 - $15,000	-
Patrick Industries, Inc. ... PATK	P	11 Jun 2025	$1,001 - $15,000	-
AGCO Corporation Common S... AGCO	P	11 Jun 2025	$1,001 - $15,000	-
Capri Holdings Limited Or... CPRI	P	11 Jun 2025	$1,001 - $15,000	-
Flowers Foods, Inc. Commo... FLO	S	11 Jun 2025	$1,001 - $15,000	-
Vertex Pharmaceuticals In... VRTX	S	11 Jun 2025	$1,001 - $15,000	-
Independence Realty Trust... IRT	P	11 Jun 2025	$1,001 - $15,000	-
GameStop Corporation Comm... GME	P	11 Jun 2025	$1,001 - $15,000	-
Cytokinetics, Incorporate... CYTK	P	11 Jun 2025	$1,001 - $15,000	-
Kite Realty Group Trust C... KRG	P	11 Jun 2025	$1,001 - $15,000	-
Avient Corporation Common... AVNT	P	11 Jun 2025	$1,001 - $15,000	-
Evertec, Inc. Common Stoc... EVTC	P	11 Jun 2025	$1,001 - $15,000	-
Veris Residential, Inc. C... VRE	P	11 Jun 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924
Getty Realty Corporation ... GTY	S	11 Jun 2025	$1,001 - $15,000	-
Essent Group Ltd. Common ... ESNT	P	11 Jun 2025	$1,001 - $15,000	-
Dollar General Corporatio... DG	S	11 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
CNO Financial Group, Inc.... CNO	S	11 Jun 2025	$1,001 - $15,000	-
Dell Technologies Inc. Cl... DELL	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Baker Hughes Company - Co... BKR	S	10 Jun 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	S (partial)	10 Jun 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Vertiv Holdings, LLC Clas... VRT	S (partial)	10 Jun 2025	$1,001 - $15,000	-
Royal Gold, Inc. - Common... RGLD	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Martin Marietta Materials... MLM	S	10 Jun 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
JP Morgan Chase & Co. Com... JPM	S (partial)	10 Jun 2025	$1,001 - $15,000	-
Novartis AG Common Stock ... NVS	S (partial)	10 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Ecopetrol S.A. American D... EC	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Vertex Pharmaceuticals In... VRTX	S (partial)	10 Jun 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	S (partial)	10 Jun 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Moody's Corporation Commo... MCO	S (partial)	10 Jun 2025	$1,001 - $15,000	-
Vontier Corporation Commo... VNT	S	10 Jun 2025	$1,001 - $15,000	-
PLDT Inc. Sponsored ADR (... PHI	S	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
NVIDIA Corporation - Comm... NVDA	S (partial)	10 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
LXP Industrial Trust Comm... LXP	S	10 Jun 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	S (partial)	10 Jun 2025	$1,001 - $15,000	-
LXP Industrial Trust Comm... LXP	P	9 Jun 2025	$1,001 - $15,000	-
NewJersey Resources Corpo... NJR	P	9 Jun 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	9 Jun 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Intuitive Surgical, Inc. ... ISRG	S (partial)	9 Jun 2025	$1,001 - $15,000	-
Realty Trust, Inc. Common... FBRT	P	9 Jun 2025	$1,001 - $15,000	-
Southside Bancshares, Inc... SBSI	P	9 Jun 2025	$1,001 - $15,000	-
Brookline Bancorp, Inc. -... BRKL	P	9 Jun 2025	$1,001 - $15,000	-
Illumina, Inc. - Common S... ILMN	P	9 Jun 2025	$1,001 - $15,000	-
KB Home Common Stock (KBH... KBH	P	9 Jun 2025	$1,001 - $15,000	-
United Bankshares, Inc. -... UBSI	P	9 Jun 2025	$1,001 - $15,000	-
Home Depot, Inc. (HD) HD	S (partial)	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Crescent Energy Company C... CRGY	P	9 Jun 2025	$1,001 - $15,000	-
F.N.B. Corporation Common... FNB	P	9 Jun 2025	$1,001 - $15,000	-
Getty Realty Corporation ... GTY	P	9 Jun 2025	$1,001 - $15,000	-
PLDT Inc. Sponsored ADR (... PHI	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Taiwan Semiconductor Manu... TSM	P	9 Jun 2025	$1,001 - $15,000	-
Ecopetrol S.A. American D... EC	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
ServiceNow, Inc. Common S... NOW	S (partial)	9 Jun 2025	$1,001 - $15,000	-
United Bankshares, Inc. -... UBSI	P	9 Jun 2025	$1,001 - $15,000	-
Flowers Foods, Inc. Commo... FLO	P	9 Jun 2025	$1,001 - $15,000	-
Vontier Corporation Commo... VNT	P	9 Jun 2025	$1,001 - $15,000	-
Wynn Resorts, Limited - C... WYNN	P	9 Jun 2025	$1,001 - $15,000	-
Park Hotels & Resorts Inc... PK	P	9 Jun 2025	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	S (partial)	9 Jun 2025	$1,001 - $15,000	-
Dollar General Corporatio... DG	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
SAP SE ADS (SAP) SAP	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novo Nordisk A/S Common S... NVO	P	9 Jun 2025	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Shopify Inc. - Class A Su... SHOP	S	9 Jun 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Alphabet Inc. - Class C C... GOOG	P	9 Jun 2025	$1,001 - $15,000	-
Shell PLC American Deposi... SHEL	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
NorthWestern Energy Group... NWE	P	9 Jun 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	P	9 Jun 2025	$1,001 - $15,000	-
Royal Gold, Inc. - Common... RGLD	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
AstraZeneca PLC - America... AZN	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Four Corners Property Tru... FCPT	P	9 Jun 2025	$1,001 - $15,000	-
Amedisys Inc - Common Sto... AMED	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
ASML Holding N.V. - New Y... ASML	P	9 Jun 2025	$1,001 - $15,000	-
Anheuser-Busch Inbev SA S... BUD	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Palo Alto Networks, Inc. ... PANW	S (partial)	9 Jun 2025	$1,001 - $15,000	-
American Airlines Group, ... AAL	P	9 Jun 2025	$1,001 - $15,000	-
Costco Wholesale Corporat... COST	S (partial)	9 Jun 2025	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	S (partial)	9 Jun 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	P	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Microsoft Corporation - C... MSFT	P	9 Jun 2025	$15,001 - $50,000	-
JP Morgan Chase & Co. Com... JPM	P	9 Jun 2025	$1,001 - $15,000	-
Smith & Nephew SNATS, Inc... SNN	P	9 Jun 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Synopsys, Inc. - Common S... SNPS	S	9 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novartis AG Common Stock ... NVS	P	9 Jun 2025	$1,001 - $15,000	-
Unilever PLC Common Stock... UL	P	9 Jun 2025	$1,001 - $15,000	-
Toro Company (TTC) TTC	P	9 Jun 2025	$1,001 - $15,000	-
Horace Mann Educators Cor... HMN	P	9 Jun 2025	$1,001 - $15,000	-
LyondellBasell Industries... LYB	P	9 Jun 2025	$1,001 - $15,000	-
CNO Financial Group, Inc.... CNO	P	9 Jun 2025	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	P	9 Jun 2025	$1,001 - $15,000	-
LANSE CREUSE MICH PU GO 5...	S	6 Jun 2025	$15,001 - $50,000	-
KALAMAZOO MICH WTR R REV ...	S	6 Jun 2025	$15,001 - $50,000	-
MICHIGAN ST TRUNK LI REV ...	S	6 Jun 2025	$15,001 - $50,000	-
MICHIGAN ST TRUNK LI REV ...	S	6 Jun 2025	$15,001 - $50,000	-
SWARTZ CREEK MICH CM GO 5...	S	6 Jun 2025	$15,001 - $50,000	-
TROY MICH CITY SCH D GO 5...	S	6 Jun 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924
BLOOMFIELD CHARTER T REV ...	S	6 Jun 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924
MACOMB INTER SCH DIS GO 5...	S	6 Jun 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ROMEO MICH CMNTY SCH GO 4...	S	6 Jun 2025	$15,001 - $50,000	-
GRANDVILLE MICH PUB GO 5%...	S	6 Jun 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924
GRAND RAPIDS MICH GO 5% 1...	S	6 Jun 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924
The Trade Desk, Inc. - Cl... TTD	P	28 Mar 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
HubSpot, Inc. Common Stoc... HUBS	S	28 Mar 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 548
Salesforce, Inc. Common S... CRM	S	21 Mar 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 548
Workday, Inc. - Class A C... WDAY	P	21 Mar 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548 IDOwnerAssetTransaction Type ...
Sysco Corporation Common ... SYY	P	20 Mar 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	S	20 Mar 2025	$1,001 - $15,000	-
Chipotle Mexican Grill, I... CMG	S	20 Mar 2025	$1,001 - $15,000	-
Vertiv Holdings, LLC Clas... VRT	P	20 Mar 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Swartz Creek Mich CM GO 5...	P	13 Mar 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Eaton Corporation, PLC Or... ETN	P	13 Mar 2025	$1,001 - $15,000	-
Emerson Electric Company ... EMR	S	12 Mar 2025	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	P	12 Mar 2025	$1,001 - $15,000	-
Dynatrace, Inc. Common St... DT	S	12 Mar 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Williams Companies, Inc. ... WMB	P	24 Feb 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	21 Feb 2025	$1,001 - $15,000	-
HubSpot, Inc. Common Stoc... HUBS	P	21 Feb 2025	$1,001 - $15,000	-
Sherwin-Williams Company ... SHW	S	21 Feb 2025	$1,001 - $15,000	-
The Trade Desk, Inc. - Cl... TTD	S	21 Feb 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Lanse Creuse Mich P 5%39	P	18 Feb 2025	$15,001 - $50,000	-
Intuit Inc. - Common Stoc... INTU	S	14 Feb 2025	$1,001 - $15,000	-
Wyoming Mich Pub SC 4%35 ...	P	12 Feb 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Grandville Mich PUB 5%38 ...	P	11 Feb 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTransaction Type ...
Grand Rapids Mich 5%34 GO...	P	10 Feb 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Michigan ST Trunk L 5%33 ...	P	6 Feb 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Dynatrace, Inc. Common St... DT	P	5 Feb 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548 IDOwnerAssetTransaction Type ...
Romeo Mich CMNTY SC 4%33 ...	P	5 Feb 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Eaton Corporation, PLC Or... ETN	S	5 Feb 2025	$1,001 - $15,000	-
Emerson Electric Company ... EMR	P	5 Feb 2025	$1,001 - $15,000	-
Macomb Inter SCH DI 5%36 ...	P	5 Feb 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 919
ServiceNow, Inc. Common S... NOW	S	5 Feb 2025	$1,001 - $15,000	-
Michigan Trunk L 5%38 COM...	P	31 Jan 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919 IDOwnerAssetTransaction Type ...
Bloomfield Charter 5%38 D...	P	31 Jan 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Troy Mich City SCH 5%36 G...	P	30 Jan 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
Kalamazoo Mich WTR 5%29 W...	P	30 Jan 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 919
NXP Semiconductors N.V. -... NXPI	S	22 Jan 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 548
Broadcom Inc. - Common St... AVGO	P	22 Jan 2025	$1,001 - $15,000	-
Zoetis Inc. Class A Commo... ZTS	S	15 Jan 2025	$1,001 - $15,000	-
Dell Technologies Inc. Cl... DELL	P	15 Jan 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Ecolab Inc. Common Stock ... ECL	P	11 Dec 2024	$1,001 - $15,000	-
Zoetis Inc. Class A Commo... ZTS	P	11 Dec 2024	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	11 Dec 2024	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	P	11 Dec 2024	$1,001 - $15,000	-
Cintas Corporation - Comm... CTAS	P	11 Dec 2024	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	11 Dec 2024	$1,001 - $15,000	-
Martin Marietta Materials... MLM	P	11 Dec 2024	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	P	11 Dec 2024	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	P	11 Dec 2024	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	P	11 Dec 2024	$1,001 - $15,000	-
Howmet Aerospace Inc. Com... HWM	P	11 Dec 2024	$1,001 - $15,000	-
Parker-Hannifin Corporati... PH	P	11 Dec 2024	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	P	11 Dec 2024	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	P	11 Dec 2024	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	11 Dec 2024	$1,001 - $15,000	-
O'Reilly Automotive, Inc.... ORLY	P	11 Dec 2024	$1,001 - $15,000	-
Netflix, Inc. - Common St... NFLX	P	11 Dec 2024	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	11 Dec 2024	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Home Depot, Inc. (HD) HD	P	11 Dec 2024	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
Baker Hughes Company - Co... BKR	P	11 Dec 2024	$1,001 - $15,000	-
Vertex Pharmaceuticals In... VRTX	P	11 Dec 2024	$1,001 - $15,000	-
Visa Inc. (V) V	P	11 Dec 2024	$1,001 - $15,000	-
TJX Companies, Inc. (TJX) TJX	P	11 Dec 2024	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	11 Dec 2024	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	P	11 Dec 2024	$1,001 - $15,000	-
Costco Wholesale Corporat... COST	P	11 Dec 2024	$1,001 - $15,000	-
Sherwin-Williams Company ... SHW	P	11 Dec 2024	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	P	11 Dec 2024	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	11 Dec 2024	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	P	11 Dec 2024	$1,001 - $15,000	-
Chipotle Mexican Grill, I... CMG	P	11 Dec 2024	$1,001 - $15,000	-
Moody's Corporation Commo... MCO	P	11 Dec 2024	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	P	11 Dec 2024	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	P	11 Dec 2024	$1,001 - $15,000	Charles Schwab Brokerage Account 548
Arthur J. Gallagher & Co.... AJG	P	11 Dec 2024	$1,001 - $15,000	-
Synopsys, Inc. - Common S... SNPS	P	11 Dec 2024	$1,001 - $15,000	-
Intuitive Surgical, Inc. ... ISRG	P	11 Dec 2024	$1,001 - $15,000	-
Shopify Inc. - Class A Su... SHOP	P	11 Dec 2024	$1,001 - $15,000	-
The Trade Desk, Inc. - Cl... TTD	P	11 Dec 2024	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 548
NuScale Power Corporation... SMR	P	8 Nov 2024	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	P	8 Nov 2024	$15,001 - $50,000	-
Taiwan Semiconductor Manu... TSM	P	7 Nov 2024	$100,001 - $250,000	-
Palantir Technologies Inc... PLTR	P	7 Nov 2024	$100,001 - $250,000	-
NVIDIA Corporation - Comm... NVDA	P	7 Nov 2024	$100,001 - $250,000	New S O: Charles Schwab 401K > Schwab 824
Advanced Micro Devices, I... AMD	S	23 Oct 2024	$15,001 - $50,000	New S O: Charles Schwab 401K > Schwab 824
Taiwan Semiconductor Manu... TSM	S (partial)	23 Oct 2024	$50,001 - $100,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	23 Oct 2024	$100,001 - $250,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
Palantir Technologies Inc... PLTR	S (partial)	23 Oct 2024	$50,001 - $100,000	-
Palantir Technologies Inc... PLTR	P	14 Aug 2024	$15,001 - $50,000	-
Sealed Air Corporation Co... SEE	P	11 Jun 2024	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S (partial)	10 Jun 2024	$1,001 - $15,000	-
WYOMING MICH PUB SCH GO 4...	S	6 Jun 2024	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	P	6 Jun 2024	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 824
Palantir Technologies Inc... PLTR	P	6 Jun 2024	$15,001 - $50,000	-
NVIDIA Corporation - Comm... NVDA	P	6 Jun 2024	$50,001 - $100,000	New S O: Charles Schwab 401K > Schwab 824
Taiwan Semiconductor Manu... TSM	P	6 Jun 2024	$15,001 - $50,000	-
NVIDIA Corporation - Comm... NVDA	P	11 Mar 2024	$15,001 - $50,000	New S O: Charles Schwab 401K > Schwab 824
Advanced Micro Devices, I... AMD	P	11 Mar 2024	$15,001 - $50,000	New S O: Charles Schwab 401K > Schwab 824 IDOwnerAssetTransaction Type Date...
Taiwan Semiconductor Manu... TSM	P	11 Mar 2024	$15,001 - $50,000	-
Patrick Industries, Inc. ... PATK	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Berkshire Hathaway Inc. N... BRK.B	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Equitable Holdings, Inc. ... EQH	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Unknown	P	Unknown	Unknown	Three accounts were consolidated into this account in 2025. I P O Yes No C ...
Avient Corporation Common... AVNT	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Reliance, Inc. Common Sto... RS	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Black Hills Corporation C... BKH	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Autodesk, Inc. - Common S... ADSK	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924