Lisa McClainFiling

Transactions filing | Filed on 21 Nov 2025

This congressional financial disclosure from Lisa McClain (transactions filing) contains 474 stock trades. It was filed on 21 November 2025. Reported tickers include COP, AAPL, PFG, KRG, SLB, and 160 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

All 472 transactions with reported trade dates were disclosed within the required 45-day window, meeting STOCK Act compliance requirements.

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STOCK Act Compliant

All 472 transaction(s) filed within 45 days

Politician Name

Lisa McClain

Filing Type

Transactions filing

Filed Date

21 Nov 2025

View Original Filing (PDF)

Transactions

474 transactions


Principal Financial Group... PFG	S	31 Oct 2025	$1,001 - $15,000	-
Kite Realty Group Trust C... KRG	S	31 Oct 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S	31 Oct 2025	$1,001 - $15,000	-
Sherwin-Williams Company ... SHW	S	31 Oct 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Tesla, Inc. - Common Stoc... TSLA	S	31 Oct 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	S	31 Oct 2025	$15,001 - $50,000	-
Constellation Energy Corp... CEG	S	31 Oct 2025	$1,001 - $15,000	-
BWX Technologies, Inc. Co... BWXT	S	31 Oct 2025	$1,001 - $15,000	-
Sandisk Corporation - Com... SNDK	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
ConocoPhillips Common Sto... COP	S	31 Oct 2025	$1,001 - $15,000	-
Wynn Resorts, Limited - C... WYNN	S	31 Oct 2025	$1,001 - $15,000	-
Johnson & Johnson Common ... JNJ	S	31 Oct 2025	$1,001 - $15,000	-
Oshkosh Corporation (OSK) OSK	S	31 Oct 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Performance Food Group Co... PFGC	S	31 Oct 2025	$1,001 - $15,000	-
O'Reilly Automotive, Inc.... ORLY	S	31 Oct 2025	$1,001 - $15,000	-
American Express Company ... AXP	S	31 Oct 2025	$1,001 - $15,000	-
Taylor Morrison Home Corp... TMHC	S	31 Oct 2025	$1,001 - $15,000	-
FMC Corporation Common St... FMC	S	31 Oct 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S	31 Oct 2025	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	S	31 Oct 2025	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S	31 Oct 2025	$1,001 - $15,000	-
Palantir Technologies Inc... PLTR	S	31 Oct 2025	$1,001 - $15,000	-
Visa Inc. (V) V	S	31 Oct 2025	$1,001 - $15,000	-
EchoStar Corporation - Co... SATS	S	31 Oct 2025	$1,001 - $15,000	-
Hewlett Packard Enterpris... HPE	S	31 Oct 2025	$1,001 - $15,000	-
MKS Inc. - Common Stock (... MKSI	S	31 Oct 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	S	31 Oct 2025	$1,001 - $15,000	-
BlackLine, Inc. - Common ... BL	S	31 Oct 2025	$1,001 - $15,000	-
Vertiv Holdings, LLC Clas... VRT	S	31 Oct 2025	$1,001 - $15,000	-
Louisiana-Pacific Corpora... LPX	S	31 Oct 2025	$1,001 - $15,000	-
Teradyne, Inc. (TER) TER	S	31 Oct 2025	$1,001 - $15,000	-
ACI Worldwide, Inc. - Com... ACIW	S	31 Oct 2025	$1,001 - $15,000	-
American Homes 4 Rent Com... AMH	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
HDFC Bank Limited Common ... HDB	S	31 Oct 2025	$1,001 - $15,000	New IDOwnerAssetTransaction Type DateNotification Date AmountCap. Gains > $...
The Bank of New York Mell... BK	S	31 Oct 2025	$1,001 - $15,000	-
McDonald's Corporation Co... MCD	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
AbbVie Inc. Common Stock ... ABBV	S	31 Oct 2025	$1,001 - $15,000	-
Illumina, Inc. - Common S... ILMN	S	31 Oct 2025	$1,001 - $15,000	-
BHP Group Limited America... BHP	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893 IDOwnerAssetTransaction Type Date...
Home BancShares, Inc. Com... HOMB	S	31 Oct 2025	$1,001 - $15,000	-
Essential Utilities, Inc.... WTRG	S	31 Oct 2025	$1,001 - $15,000	-
Core & Main, Inc. Class A... CNM	S	31 Oct 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S	31 Oct 2025	$15,001 - $50,000	-
Berkshire Hathaway Inc. N... BRK.B	S	31 Oct 2025	$1,001 - $15,000	-
Coca-Cola Company (KO) KO	S	31 Oct 2025	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	S	31 Oct 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Urban Edge Properties Com... UE	S	31 Oct 2025	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Thermo Fisher Scientific ... TMO	S	31 Oct 2025	$1,001 - $15,000	-
Exelon Corporation (EXC) EXC	S	31 Oct 2025	$1,001 - $15,000	-
Ciena Corporation (CIEN) CIEN	S	31 Oct 2025	$1,001 - $15,000	-
ITT Inc. Common Stock (IT... ITT	S	31 Oct 2025	$1,001 - $15,000	-
Netflix, Inc. - Common St... NFLX	S	31 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	S	31 Oct 2025	$1,001 - $15,000	-
Dell Technologies Inc. Cl... DELL	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893 IDOwnerAssetTransaction Type Date...
Loews Corporation Common ... L	S	31 Oct 2025	$1,001 - $15,000	-
Getty Realty Corporation ... GTY	S	31 Oct 2025	$1,001 - $15,000	-
Five Below, Inc. - Common... FIVE	S	31 Oct 2025	$1,001 - $15,000	-
Caseys General Stores, In... CASY	S	31 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	S	31 Oct 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	S	31 Oct 2025	$1,001 - $15,000	-
IDEX Corporation Common S... IEX	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Spire Inc. Common Stock (... SR	S	31 Oct 2025	$1,001 - $15,000	-
Norwegian Cruise Line Hol... NCLH	S	31 Oct 2025	$1,001 - $15,000	-
Ecolab Inc. Common Stock ... ECL	S	31 Oct 2025	$1,001 - $15,000	-
Trip.com Group Limited - ... TCOM	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Sysco Corporation Common ... SYY	S	31 Oct 2025	$1,001 - $15,000	-
Somnigroup International ... SGI	S	31 Oct 2025	$1,001 - $15,000	-
Polaris Inc. Common Stock... PII	S	31 Oct 2025	$1,001 - $15,000	-
JD.com, Inc. - American D... JD	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
W.R. Berkley Corporation ... WRB	S	31 Oct 2025	$1,001 - $15,000	-
Honda Motor Company, Ltd.... HMC	S	31 Oct 2025	$1,001 - $15,000	-
Encompass Health Corporat... EHC	S	31 Oct 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	S	31 Oct 2025	$1,001 - $15,000	-
United Therapeutics Corpo... UTHR	S	31 Oct 2025	$1,001 - $15,000	-
Sony Group Corporation Am... SONY	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Bank of America Corporati... BAC	S	31 Oct 2025	$1,001 - $15,000	-
T-Mobile US, Inc. (TMUS) TMUS	S	31 Oct 2025	$1,001 - $15,000	-
Alexander & Baldwin, Inc.... ALEX	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Taiwan Semiconductor Manu... TSM	S	31 Oct 2025	$1,001 - $15,000	-
CACI International, Inc. ... CACI	S	31 Oct 2025	$1,001 - $15,000	-
Regions Financial Corpora... RF	S	31 Oct 2025	$1,001 - $15,000	-
Brinks Company (BCO) BCO	S	31 Oct 2025	$1,001 - $15,000	-
Option Care Health, Inc. ... OPCH	S	31 Oct 2025	$1,001 - $15,000	-
Allegion plc Ordinary Sha... ALLE	S	31 Oct 2025	$1,001 - $15,000	-
SLB Limited Common Shares... SLB	S	31 Oct 2025	$1,001 - $15,000	-
Repligen Corporation - Co... RGEN	S	31 Oct 2025	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Brown & Brown, Inc. Commo... BRO	S	31 Oct 2025	$1,001 - $15,000	Charles Schwab 401K > Schwab 893
Dick's Sporting Goods Inc... DKS	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Baxter International Inc.... BAX	S	31 Oct 2025	$1,001 - $15,000	-
Textron Inc. Common Stock... TXT	S	31 Oct 2025	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	S	31 Oct 2025	$1,001 - $15,000	-
Roivant Sciences Ltd. - C... ROIV	S	31 Oct 2025	$1,001 - $15,000	-
GSK plc American Deposita... GSK	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Akamai Technologies, Inc.... AKAM	S	31 Oct 2025	$1,001 - $15,000	-
Vistra Corp. Common Stock... VST	S	31 Oct 2025	$1,001 - $15,000	-
Qualys, Inc. - Common Sto... QLYS	S	31 Oct 2025	$1,001 - $15,000	-
Walmart Inc. Common Stock... WMT	S	31 Oct 2025	$1,001 - $15,000	-
The J.M. Smucker Company ... SJM	S	31 Oct 2025	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	S	31 Oct 2025	$1,001 - $15,000	-
Exxon Mobil Corporation C... XOM	S	31 Oct 2025	$1,001 - $15,000	-
D.R. Horton, Inc. Common ... DHI	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Coherent Corp. (COHR) COHR	S	31 Oct 2025	$1,001 - $15,000	-
Datadog, Inc. - Class A C... DDOG	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
AppFolio, Inc. - Class A ... APPF	S	31 Oct 2025	$1,001 - $15,000	-
Quanta Services, Inc. Com... PWR	S	31 Oct 2025	$1,001 - $15,000	-
Entegris, Inc. - Common S... ENTG	S	31 Oct 2025	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	S	31 Oct 2025	$1,001 - $15,000	-
Barclays PLC Common Stock... BCS	S	31 Oct 2025	$1,001 - $15,000	-
ING Group, N.V. Common St... ING	S	31 Oct 2025	$1,001 - $15,000	-
MGP Ingredients, Inc. - C... MGPI	S	31 Oct 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
VALE S.A. American Deposi... VALE	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Sprouts Farmers Market, I... SFM	S	31 Oct 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S	31 Oct 2025	$1,001 - $15,000	-
Stifel Financial Corporat... SF	S	31 Oct 2025	$1,001 - $15,000	-
Novartis AG Common Stock ... NVS	S	31 Oct 2025	$1,001 - $15,000	-
Howmet Aerospace Inc. Com... HWM	S	31 Oct 2025	$1,001 - $15,000	-
WSFS Financial Corporatio... WSFS	S	31 Oct 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock ... KVUE	S	31 Oct 2025	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	S	31 Oct 2025	$1,001 - $15,000	-
Science Applications Inte... SAIC	S	31 Oct 2025	$1,001 - $15,000	-
Fabrinet Ordinary Shares ... FN	S	31 Oct 2025	$1,001 - $15,000	-
BP p.l.c. Common Stock (B... BP	S	31 Oct 2025	$1,001 - $15,000	-
Seacoast Banking Corporat... SBCF	S	31 Oct 2025	$1,001 - $15,000	-
Magnolia Oil & Gas Corpor... MGY	S	31 Oct 2025	$1,001 - $15,000	-
Otis Worldwide Corporatio... OTIS	S	31 Oct 2025	$1,001 - $15,000	-
Humana Inc. Common Stock ... HUM	S	31 Oct 2025	$1,001 - $15,000	Charles Schwab 401K > Schwab 893
EMCOR Group, Inc. Common ... EME	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Clorox Company (CLX) CLX	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Pure Storage, Inc. Class ... PSTG	S	31 Oct 2025	$1,001 - $15,000	-
DBA Sempra Common Stock (... SRE	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Broadcom Inc. - Common St... AVGO	S	31 Oct 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S	31 Oct 2025	$1,001 - $15,000	-
Fortinet, Inc. - Common S... FTNT	S	31 Oct 2025	$1,001 - $15,000	-
RB Global, Inc. Common St... RBA	S	31 Oct 2025	$1,001 - $15,000	-
Chord Energy Corporation ... CHRD	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Hasbro, Inc. - Common Sto... HAS	S	31 Oct 2025	$1,001 - $15,000	-
MasTec, Inc. Common Stock... MTZ	S	31 Oct 2025	$1,001 - $15,000	-
Novo Nordisk A/S Common S... NVO	S	31 Oct 2025	$1,001 - $15,000	-
AvalonBay Communities, In... AVB	S	31 Oct 2025	$1,001 - $15,000	-
Cummins Inc. Common Stock... CMI	S	31 Oct 2025	$1,001 - $15,000	-
Darden Restaurants, Inc. ... DRI	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Rio Tinto Plc Common Stoc... RIO	S	31 Oct 2025	$1,001 - $15,000	-
Unum Group Common Stock (... UNM	S	31 Oct 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	S	31 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
NVIDIA Corporation - Comm... NVDA	S	31 Oct 2025	$15,001 - $50,000	New S O: Charles Schwab 401K > Schwab 893
ConocoPhillips Common Sto... COP	S	30 Oct 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	P	30 Oct 2025	$15,001 - $50,000	-
SLB Limited Common Shares... SLB	P	30 Oct 2025	$1,001 - $15,000	-
Urban Edge Properties Com... UE	P	30 Oct 2025	$1,001 - $15,000	-
Pure Storage, Inc. Class ... PSTG	S	30 Oct 2025	$1,001 - $15,000	-
Five Below, Inc. - Common... FIVE	P	30 Oct 2025	$1,001 - $15,000	-
Brinks Company (BCO) BCO	S	30 Oct 2025	$1,001 - $15,000	-
Constellation Energy Corp... CEG	P	30 Oct 2025	$1,001 - $15,000	-
Constellation Energy Corp... CEG	S	30 Oct 2025	$1,001 - $15,000	-
Sandisk Corporation - Com... SNDK	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Humana Inc. Common Stock ... HUM	S	30 Oct 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	30 Oct 2025	$15,001 - $50,000	-
Allegion plc Ordinary Sha... ALLE	S	30 Oct 2025	$1,001 - $15,000	-
Encompass Health Corporat... EHC	P	30 Oct 2025	$1,001 - $15,000	-
ING Group, N.V. Common St... ING	P	30 Oct 2025	$1,001 - $15,000	-
Netflix, Inc. - Common St... NFLX	S	30 Oct 2025	$1,001 - $15,000	-
Five Below, Inc. - Common... FIVE	S	30 Oct 2025	$1,001 - $15,000	-
United Therapeutics Corpo... UTHR	S	30 Oct 2025	$1,001 - $15,000	-
Essential Utilities, Inc.... WTRG	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Baxter International Inc.... BAX	S	30 Oct 2025	$1,001 - $15,000	-
Sprouts Farmers Market, I... SFM	P	30 Oct 2025	$1,001 - $15,000	-
Repligen Corporation - Co... RGEN	S	30 Oct 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	P	30 Oct 2025	$1,001 - $15,000	-
Baxter International Inc.... BAX	P	30 Oct 2025	$1,001 - $15,000	-
Sprouts Farmers Market, I... SFM	S	30 Oct 2025	$1,001 - $15,000	-
Chord Energy Corporation ... CHRD	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Cummins Inc. Common Stock... CMI	P	30 Oct 2025	$1,001 - $15,000	-
W.R. Berkley Corporation ... WRB	S	30 Oct 2025	$1,001 - $15,000	-
Dell Technologies Inc. Cl... DELL	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Otis Worldwide Corporatio... OTIS	S	30 Oct 2025	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S	30 Oct 2025	$1,001 - $15,000	-
ACI Worldwide, Inc. - Com... ACIW	P	30 Oct 2025	$1,001 - $15,000	-
MasTec, Inc. Common Stock... MTZ	S	30 Oct 2025	$1,001 - $15,000	-
Vistra Corp. Common Stock... VST	P	30 Oct 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	30 Oct 2025	$1,001 - $15,000	-
Seacoast Banking Corporat... SBCF	S	30 Oct 2025	$1,001 - $15,000	-
Netflix, Inc. - Common St... NFLX	P	30 Oct 2025	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
D.R. Horton, Inc. Common ... DHI	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
IDEX Corporation Common S... IEX	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Brown & Brown, Inc. Commo... BRO	S	30 Oct 2025	$1,001 - $15,000	-
Pure Storage, Inc. Class ... PSTG	P	30 Oct 2025	$1,001 - $15,000	-
MGP Ingredients, Inc. - C... MGPI	P	30 Oct 2025	$1,001 - $15,000	-
ACI Worldwide, Inc. - Com... ACIW	S	30 Oct 2025	$1,001 - $15,000	-
Clorox Company (CLX) CLX	P	30 Oct 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Caseys General Stores, In... CASY	P	30 Oct 2025	$1,001 - $15,000	-
EMCOR Group, Inc. Common ... EME	P	30 Oct 2025	$1,001 - $15,000	-
Exelon Corporation (EXC) EXC	S	30 Oct 2025	$1,001 - $15,000	-
Textron Inc. Common Stock... TXT	P	30 Oct 2025	$1,001 - $15,000	-
The J.M. Smucker Company ... SJM	S	30 Oct 2025	$1,001 - $15,000	-
Bank of America Corporati... BAC	S	30 Oct 2025	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Northern Trust Corporatio... NTRS	P	30 Oct 2025	$1,001 - $15,000	-
Exelon Corporation (EXC) EXC	P	30 Oct 2025	$1,001 - $15,000	-
The Bank of New York Mell... BK	S	30 Oct 2025	$1,001 - $15,000	-
BHP Group Limited America... BHP	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Kenvue Inc. Common Stock ... KVUE	S	30 Oct 2025	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	P	30 Oct 2025	$1,001 - $15,000	-
FMC Corporation Common St... FMC	P	30 Oct 2025	$1,001 - $15,000	-
Wynn Resorts, Limited - C... WYNN	S	30 Oct 2025	$1,001 - $15,000	-
United Therapeutics Corpo... UTHR	P	30 Oct 2025	$1,001 - $15,000	-
ITT Inc. Common Stock (IT... ITT	S	30 Oct 2025	$1,001 - $15,000	-
Dell Technologies Inc. Cl... DELL	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Sherwin-Williams Company ... SHW	P	30 Oct 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Delta Air Lines, Inc. Com... DAL	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Wynn Resorts, Limited - C... WYNN	P	30 Oct 2025	$1,001 - $15,000	-
Palantir Technologies Inc... PLTR	P	30 Oct 2025	$1,001 - $15,000	-
Polaris Inc. Common Stock... PII	P	30 Oct 2025	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	S	30 Oct 2025	$1,001 - $15,000	-
Trip.com Group Limited - ... TCOM	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Regions Financial Corpora... RF	P	30 Oct 2025	$1,001 - $15,000	-
Palantir Technologies Inc... PLTR	S	30 Oct 2025	$1,001 - $15,000	-
McDonald's Corporation Co... MCD	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Kenvue Inc. Common Stock ... KVUE	P	30 Oct 2025	$1,001 - $15,000	-
Hewlett Packard Enterpris... HPE	S	30 Oct 2025	$1,001 - $15,000	-
Brinks Company (BCO) BCO	P	30 Oct 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Norwegian Cruise Line Hol... NCLH	P	30 Oct 2025	$1,001 - $15,000	-
Seacoast Banking Corporat... SBCF	P	30 Oct 2025	$1,001 - $15,000	-
EchoStar Corporation - Co... SATS	P	30 Oct 2025	$1,001 - $15,000	-
Option Care Health, Inc. ... OPCH	S	30 Oct 2025	$1,001 - $15,000	-
Novo Nordisk A/S Common S... NVO	P	30 Oct 2025	$1,001 - $15,000	-
Vertiv Holdings, LLC Clas... VRT	P	30 Oct 2025	$1,001 - $15,000	-
Clorox Company (CLX) CLX	S	30 Oct 2025	$1,001 - $15,000	-
Akamai Technologies, Inc.... AKAM	P	30 Oct 2025	$1,001 - $15,000	-
BlackLine, Inc. - Common ... BL	S	30 Oct 2025	$1,001 - $15,000	-
Magnolia Oil & Gas Corpor... MGY	P	30 Oct 2025	$1,001 - $15,000	-
The J.M. Smucker Company ... SJM	P	30 Oct 2025	$1,001 - $15,000	-
AppFolio, Inc. - Class A ... APPF	P	30 Oct 2025	$1,001 - $15,000	-
Louisiana-Pacific Corpora... LPX	S	30 Oct 2025	$1,001 - $15,000	-
Fabrinet Ordinary Shares ... FN	P	30 Oct 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	30 Oct 2025	$15,001 - $50,000	New S O: Charles Schwab 401K > Schwab 893
Coca-Cola Company (KO) KO	S	30 Oct 2025	$1,001 - $15,000	-
WSFS Financial Corporatio... WSFS	P	30 Oct 2025	$1,001 - $15,000	-
Otis Worldwide Corporatio... OTIS	P	30 Oct 2025	$1,001 - $15,000	-
Roivant Sciences Ltd. - C... ROIV	P	30 Oct 2025	$1,001 - $15,000	-
Ecolab Inc. Common Stock ... ECL	P	30 Oct 2025	$1,001 - $15,000	-
O'Reilly Automotive, Inc.... ORLY	S	30 Oct 2025	$1,001 - $15,000	-
Oshkosh Corporation (OSK) OSK	S	30 Oct 2025	$1,001 - $15,000	-
Sony Group Corporation Am... SONY	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Quanta Services, Inc. Com... PWR	S	30 Oct 2025	$1,001 - $15,000	-
Home BancShares, Inc. Com... HOMB	S	30 Oct 2025	$1,001 - $15,000	-
Qualys, Inc. - Common Sto... QLYS	P	30 Oct 2025	$1,001 - $15,000	-
ITT Inc. Common Stock (IT... ITT	P	30 Oct 2025	$1,001 - $15,000	-
Bank of America Corporati... BAC	P	30 Oct 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Coherent Corp. (COHR) COHR	S	30 Oct 2025	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	P	30 Oct 2025	$1,001 - $15,000	-
CACI International, Inc. ... CACI	S	30 Oct 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S	30 Oct 2025	$15,001 - $50,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
American Express Company ... AXP	P	30 Oct 2025	$1,001 - $15,000	-
Walmart Inc. Common Stock... WMT	S	30 Oct 2025	$1,001 - $15,000	-
Vertiv Holdings, LLC Clas... VRT	S	30 Oct 2025	$1,001 - $15,000	-
O'Reilly Automotive, Inc.... ORLY	P	30 Oct 2025	$1,001 - $15,000	-
Louisiana-Pacific Corpora... LPX	P	30 Oct 2025	$1,001 - $15,000	-
MasTec, Inc. Common Stock... MTZ	P	30 Oct 2025	$1,001 - $15,000	-
T-Mobile US, Inc. (TMUS) TMUS	P	30 Oct 2025	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	P	30 Oct 2025	$1,001 - $15,000	-
Alexander & Baldwin, Inc.... ALEX	P	30 Oct 2025	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Barclays PLC Common Stock... BCS	P	30 Oct 2025	$1,001 - $15,000	-
Vistra Corp. Common Stock... VST	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Science Applications Inte... SAIC	P	30 Oct 2025	$1,001 - $15,000	-
BWX Technologies, Inc. Co... BWXT	S	30 Oct 2025	$1,001 - $15,000	-
Textron Inc. Common Stock... TXT	S	30 Oct 2025	$1,001 - $15,000	-
Qualys, Inc. - Common Sto... QLYS	S	30 Oct 2025	$1,001 - $15,000	-
Fabrinet Ordinary Shares ... FN	S	30 Oct 2025	$1,001 - $15,000	-
Quanta Services, Inc. Com... PWR	P	30 Oct 2025	$1,001 - $15,000	-
Illumina, Inc. - Common S... ILMN	P	30 Oct 2025	$1,001 - $15,000	Charles Schwab 401K > Schwab 893
Alibaba Group Holding Lim... BABA	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
EMCOR Group, Inc. Common ... EME	S	30 Oct 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
CVS Health Corporation Co... CVS	P	30 Oct 2025	$1,001 - $15,000	-
PDD Holdings Inc. - Ameri... PDD	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Novo Nordisk A/S Common S... NVO	S	30 Oct 2025	$1,001 - $15,000	-
WSFS Financial Corporatio... WSFS	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
FMC Corporation Common St... FMC	S	30 Oct 2025	$1,001 - $15,000	-
Johnson & Johnson Common ... JNJ	P	30 Oct 2025	$1,001 - $15,000	-
Encompass Health Corporat... EHC	S	30 Oct 2025	$1,001 - $15,000	-
Roivant Sciences Ltd. - C... ROIV	S	30 Oct 2025	$1,001 - $15,000	-
Sandisk Corporation - Com... SNDK	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Howmet Aerospace Inc. Com... HWM	S	30 Oct 2025	$1,001 - $15,000	-
Exxon Mobil Corporation C... XOM	S	30 Oct 2025	$1,001 - $15,000	-
Oshkosh Corporation (OSK) OSK	P	30 Oct 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
BlackLine, Inc. - Common ... BL	P	30 Oct 2025	$1,001 - $15,000	-
BP p.l.c. Common Stock (B... BP	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ASML Holding N.V. - New Y... ASML	P	30 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	S	30 Oct 2025	$1,001 - $15,000	-
Sherwin-Williams Company ... SHW	S	30 Oct 2025	$1,001 - $15,000	-
Taiwan Semiconductor Manu... TSM	P	30 Oct 2025	$1,001 - $15,000	-
Novartis AG Common Stock ... NVS	S	30 Oct 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	30 Oct 2025	$1,001 - $15,000	-
MKS Inc. - Common Stock (... MKSI	P	30 Oct 2025	$1,001 - $15,000	-
HDFC Bank Limited Common ... HDB	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
IDEX Corporation Common S... IEX	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
BP p.l.c. Common Stock (B... BP	P	30 Oct 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S	30 Oct 2025	$15,001 - $50,000	-
Honda Motor Company, Ltd.... HMC	P	30 Oct 2025	$1,001 - $15,000	-
Stifel Financial Corporat... SF	P	30 Oct 2025	$1,001 - $15,000	-
Dick's Sporting Goods Inc... DKS	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Brown & Brown, Inc. Commo... BRO	P	30 Oct 2025	$1,001 - $15,000	-
CACI International, Inc. ... CACI	P	30 Oct 2025	$1,001 - $15,000	-
Sysco Corporation Common ... SYY	P	30 Oct 2025	$1,001 - $15,000	-
SLB Limited Common Shares... SLB	S	30 Oct 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S	30 Oct 2025	$1,001 - $15,000	-
Entegris, Inc. - Common S... ENTG	S	30 Oct 2025	$1,001 - $15,000	-
Fortinet, Inc. - Common S... FTNT	P	30 Oct 2025	$1,001 - $15,000	-
Core & Main, Inc. Class A... CNM	P	30 Oct 2025	$1,001 - $15,000	-
Hewlett Packard Enterpris... HPE	P	30 Oct 2025	$1,001 - $15,000	-
RB Global, Inc. Common St... RBA	P	30 Oct 2025	$1,001 - $15,000	-
Goldman Sachs Group, Inc.... GS	P	30 Oct 2025	$1,001 - $15,000	-
W.R. Berkley Corporation ... WRB	P	30 Oct 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	P	30 Oct 2025	$1,001 - $15,000	-
Rio Tinto Plc Common Stoc... RIO	P	30 Oct 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S	30 Oct 2025	$1,001 - $15,000	-
Unum Group Common Stock (... UNM	P	30 Oct 2025	$1,001 - $15,000	-
VALE S.A. American Deposi... VALE	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Broadcom Inc. - Common St... AVGO	S	30 Oct 2025	$1,001 - $15,000	-
Polaris Inc. Common Stock... PII	S	30 Oct 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	P	30 Oct 2025	$1,001 - $15,000	-
MKS Inc. - Common Stock (... MKSI	S	30 Oct 2025	$1,001 - $15,000	-
Norwegian Cruise Line Hol... NCLH	S	30 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	P	30 Oct 2025	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	S	30 Oct 2025	$1,001 - $15,000	-
Teradyne, Inc. (TER) TER	P	30 Oct 2025	$1,001 - $15,000	-
Pepsico, Inc. (PEP) PEP	S	30 Oct 2025	$1,001 - $15,000	-
SAP SE ADS (SAP) SAP	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Oracle Corporation Common... ORCL	S	30 Oct 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	S	30 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
McDonald's Corporation Co... MCD	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Illinois Tool Works Inc. ... ITW	P	30 Oct 2025	$1,001 - $15,000	-
Regions Financial Corpora... RF	S	30 Oct 2025	$1,001 - $15,000	-
Cummins Inc. Common Stock... CMI	S	30 Oct 2025	$1,001 - $15,000	-
BWX Technologies, Inc. Co... BWXT	P	30 Oct 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	30 Oct 2025	$1,001 - $15,000	-
Taylor Morrison Home Corp... TMHC	S	30 Oct 2025	$1,001 - $15,000	-
Duke Energy Corporation (... DUK	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Hasbro, Inc. - Common Sto... HAS	S	30 Oct 2025	$1,001 - $15,000	-
Principal Financial Group... PFG	S	30 Oct 2025	$1,001 - $15,000	-
Walmart Inc. Common Stock... WMT	P	30 Oct 2025	$1,001 - $15,000	-
Home BancShares, Inc. Com... HOMB	P	30 Oct 2025	$1,001 - $15,000	-
Akamai Technologies, Inc.... AKAM	S	30 Oct 2025	$1,001 - $15,000	-
Somnigroup International ... SGI	P	30 Oct 2025	$1,001 - $15,000	-
Science Applications Inte... SAIC	S	30 Oct 2025	$1,001 - $15,000	-
ING Group, N.V. Common St... ING	S	30 Oct 2025	$1,001 - $15,000	-
Entegris, Inc. - Common S... ENTG	P	30 Oct 2025	$1,001 - $15,000	-
Kite Realty Group Trust C... KRG	S	30 Oct 2025	$1,001 - $15,000	-
Core & Main, Inc. Class A... CNM	S	30 Oct 2025	$1,001 - $15,000	-
Sony Group Corporation Am... SONY	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
DBA Sempra Common Stock (... SRE	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
AbbVie Inc. Common Stock ... ABBV	P	30 Oct 2025	$1,001 - $15,000	-
AvalonBay Communities, In... AVB	P	30 Oct 2025	$1,001 - $15,000	-
Caseys General Stores, In... CASY	S	30 Oct 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
Performance Food Group Co... PFGC	P	30 Oct 2025	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	S	30 Oct 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	S	30 Oct 2025	$1,001 - $15,000	-
Repligen Corporation - Co... RGEN	P	30 Oct 2025	$1,001 - $15,000	-
The Bank of New York Mell... BK	P	30 Oct 2025	$1,001 - $15,000	-
Chord Energy Corporation ... CHRD	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Meta Platforms, Inc. - Cl... META	S	30 Oct 2025	$1,001 - $15,000	-
T-Mobile US, Inc. (TMUS) TMUS	S	30 Oct 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
MGP Ingredients, Inc. - C... MGPI	S	30 Oct 2025	$1,001 - $15,000	-
Dick's Sporting Goods Inc... DKS	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Alphabet Inc. - Class A C... GOOGL	S	30 Oct 2025	$1,001 - $15,000	-
Howmet Aerospace Inc. Com... HWM	P	30 Oct 2025	$1,001 - $15,000	-
Datadog, Inc. - Class A C... DDOG	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Johnson & Johnson Common ... JNJ	S	30 Oct 2025	$1,001 - $15,000	-
Teradyne, Inc. (TER) TER	S	30 Oct 2025	$1,001 - $15,000	-
GSK plc American Deposita... GSK	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Spire Inc. Common Stock (... SR	S	30 Oct 2025	$1,001 - $15,000	-
JD.com, Inc. - American D... JD	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Visa Inc. (V) V	S	30 Oct 2025	$1,001 - $15,000	-
Honda Motor Company, Ltd.... HMC	S	30 Oct 2025	$1,001 - $15,000	Charles Schwab Brokerage Account 924
D.R. Horton, Inc. Common ... DHI	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Somnigroup International ... SGI	S	30 Oct 2025	$1,001 - $15,000	-
Sysco Corporation Common ... SYY	S	30 Oct 2025	$1,001 - $15,000	-
Visa Inc. (V) V	P	30 Oct 2025	$1,001 - $15,000	-
Magnolia Oil & Gas Corpor... MGY	S	30 Oct 2025	$1,001 - $15,000	-
Coca-Cola Company (KO) KO	P	30 Oct 2025	$1,001 - $15,000	-
Datadog, Inc. - Class A C... DDOG	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Ciena Corporation (CIEN) CIEN	P	30 Oct 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
BHP Group Limited America... BHP	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Taylor Morrison Home Corp... TMHC	P	30 Oct 2025	$1,001 - $15,000	-
GSK plc American Deposita... GSK	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
American Express Company ... AXP	S	30 Oct 2025	$1,001 - $15,000	-
Fortinet, Inc. - Common S... FTNT	S	30 Oct 2025	$1,001 - $15,000	-
Unum Group Common Stock (... UNM	S	30 Oct 2025	$1,001 - $15,000	-
Loews Corporation Common ... L	S	30 Oct 2025	$1,001 - $15,000	-
RB Global, Inc. Common St... RBA	S	30 Oct 2025	$1,001 - $15,000	-
Ecolab Inc. Common Stock ... ECL	S	30 Oct 2025	$1,001 - $15,000	-
Essential Utilities, Inc.... WTRG	S	30 Oct 2025	$1,001 - $15,000	-
AppFolio, Inc. - Class A ... APPF	S	30 Oct 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Alibaba Group Holding Lim... BABA	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
Darden Restaurants, Inc. ... DRI	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
AvalonBay Communities, In... AVB	S	30 Oct 2025	$1,001 - $15,000	-
Getty Realty Corporation ... GTY	P	30 Oct 2025	$1,001 - $15,000	-
Novartis AG Common Stock ... NVS	P	30 Oct 2025	$1,001 - $15,000	-
Trip.com Group Limited - ... TCOM	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Berkshire Hathaway Inc. N... BRK.B	S	30 Oct 2025	$1,001 - $15,000	-
Humana Inc. Common Stock ... HUM	P	30 Oct 2025	$1,001 - $15,000	-
Kite Realty Group Trust C... KRG	P	30 Oct 2025	$1,001 - $15,000	-
American Homes 4 Rent Com... AMH	S	30 Oct 2025	$1,001 - $15,000	-
Boston Scientific Corpora... BSX	S	30 Oct 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S	30 Oct 2025	$1,001 - $15,000	-
Allegion plc Ordinary Sha... ALLE	P	30 Oct 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	P	30 Oct 2025	$1,001 - $15,000	-
DBA Sempra Common Stock (... SRE	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893
JP Morgan Chase & Co. Com... JPM	P	30 Oct 2025	$1,001 - $15,000	-
Illumina, Inc. - Common S... ILMN	S	30 Oct 2025	$1,001 - $15,000	-
Hasbro, Inc. - Common Sto... HAS	P	30 Oct 2025	$1,001 - $15,000	-
EchoStar Corporation - Co... SATS	S	30 Oct 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	P	30 Oct 2025	$1,001 - $15,000	-
Getty Realty Corporation ... GTY	S	30 Oct 2025	$1,001 - $15,000	-
Stifel Financial Corporat... SF	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
American Homes 4 Rent Com... AMH	P	30 Oct 2025	$1,001 - $15,000	-
Rio Tinto Plc Common Stoc... RIO	S	30 Oct 2025	$1,001 - $15,000	-
Ciena Corporation (CIEN) CIEN	S	30 Oct 2025	$1,001 - $15,000	-
Eaton Corporation, PLC Or... ETN	S	30 Oct 2025	$1,001 - $15,000	-
Option Care Health, Inc. ... OPCH	P	30 Oct 2025	$1,001 - $15,000	-
Barclays PLC Common Stock... BCS	S	30 Oct 2025	$1,001 - $15,000	-
AbbVie Inc. Common Stock ... ABBV	S	30 Oct 2025	$1,001 - $15,000	-
JD.com, Inc. - American D... JD	S	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Alexander & Baldwin, Inc.... ALEX	S	30 Oct 2025	$1,001 - $15,000	-
Spire Inc. Common Stock (... SR	P	30 Oct 2025	$1,001 - $15,000	-
ConocoPhillips Common Sto... COP	P	30 Oct 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	S	30 Oct 2025	$15,001 - $50,000	-
Coherent Corp. (COHR) COHR	P	30 Oct 2025	$1,001 - $15,000	-
Loews Corporation Common ... L	P	30 Oct 2025	$1,001 - $15,000	-
Principal Financial Group... PFG	P	30 Oct 2025	$1,001 - $15,000	-
Exxon Mobil Corporation C... XOM	P	30 Oct 2025	$1,001 - $15,000	-
Performance Food Group Co... PFGC	S	30 Oct 2025	$1,001 - $15,000	-
Darden Restaurants, Inc. ... DRI	P	30 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab 401K > Schwab 893 IDOwnerAssetTransaction Type Date...
Urban Edge Properties Com... UE	S	30 Oct 2025	$1,001 - $15,000	-
Taiwan Semiconductor Manu... TSM	S	30 Oct 2025	$1,001 - $15,000	-
Ciena Corporation (CIEN) CIEN	S	15 Oct 2025	$1,001 - $15,000	-
NetEase, Inc. - American ... NTES	S	14 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
Amazon.com, Inc. - Common... AMZN	S	14 Oct 2025	$1,001 - $15,000	-
Rollins, Inc. Common Stoc... ROL	S	14 Oct 2025	$1,001 - $15,000	-
HSBC Holdings, plc. Commo... HSBC	S	14 Oct 2025	$1,001 - $15,000	-
Shell PLC American Deposi... SHEL	S	14 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924 IDOwnerAssetTransaction Type ...
SAP SE ADS (SAP) SAP	S (partial)	14 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Lloyds Banking Group Plc ... LYG	S	14 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
ASML Holding N.V. - New Y... ASML	S (partial)	14 Oct 2025	$1,001 - $15,000	-
Schneider National, Inc. ... SNDR	S	14 Oct 2025	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924
Meta Platforms, Inc. - Cl... META	S (partial)	14 Oct 2025	$1,001 - $15,000	-
Toyota Motor Corporation ... TM	S	14 Oct 2025	$1,001 - $15,000	-
Hyatt Hotels Corporation ... H	S	14 Oct 2025	$1,001 - $15,000	-
Ingredion Incorporated Co... INGR	S	14 Oct 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	S	14 Oct 2025	$1,001 - $15,000	-
BlackRock, Inc. Common St... BLK	S	14 Oct 2025	$1,001 - $15,000	-
Taiwan Semiconductor Manu... TSM	S (partial)	14 Oct 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock... AAPL	S (partial)	14 Oct 2025	$1,001 - $15,000	-
Flex Ltd. - Ordinary Shar... FLEX	S	14 Oct 2025	$1,001 - $15,000	-
Interactive Brokers Group... IBKR	S	14 Oct 2025	$1,001 - $15,000	-
Unknown	P	Unknown	Unknown	Three accounts were consolidated into this account in 2025. I P O Yes No C ...
VALE S.A. American Deposi... VALE	S	Unknown	$1,001 - $15,000	New S O: Charles Schwab Brokerage Account 924