Jonathan L. Jackson

Representative · IL-1 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

← House chamber

Jonathan L. Jackson

Representative · IL-1 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

119 reported transactions in 19 electronically filed reports; latest filed Oct 19, 2026.

Periodic Transaction Report · filed Oct 19, 2026 · House Clerk

View original filing

Datadog, Inc. - Class A Common StockDDOG

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. DDOG closed at $268.70 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$268.56	−0.05%	−$39 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$260.36	−3.10%	−$2,328 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$256.43	−4.57%	−$3,425 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Estee Lauder Companies, Inc.EL

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. EL closed at $95.57 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$94.37	−1.26%	−$942 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$105.78	+10.7%	+$8,013 gain
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+11.0%	+$8,279 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Guardant Health, Inc. - Common StockGH

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. GH closed at $177.33 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$177.73	+0.23%	+$73 gain
Day of disclosureOct 19, 2026	Oct 19, 2026	$157.88	−11.0%	−$3,565 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$162.59	−8.31%	−$2,702 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tortoise Energy Infrastructure Corporation Common StockTYG

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Sep 4, 2026Filed 45 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2026New

Disclosed 45 days after the trade. TYG closed at $42.46 on Sep 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 8, 2026	Sep 8, 2026	$42.90	+1.04%	$83 gain missed
Day of disclosureOct 19, 2026	Oct 19, 2026	$38.33	−9.73%	$778 loss avoided
30 days afterOct 5, 2026	Oct 5, 2026	$38.66	−8.95%	$716 loss avoided
90 days after	Pending: first session on or after Dec 3, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$38.16	−10.1%	$810 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ViaSat, Inc. - Common StockVSAT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. VSAT closed at $71.65 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$69.09	−3.57%	$2,680 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$60.29	−15.9%	$11,891 loss avoided
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−16.0%	$12,017 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. - Common StockWMT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. WMT closed at $108.73 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$106.80	−1.78%	$1,331 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$118.70	+9.17%	$6,877 gain missed
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+8.39%	$6,291 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 28, 2026Filed 21 days later

Joint

Datadog, Inc. - Class A Common StockDDOGStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. DDOG closed at $268.70 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$268.56	−0.05%	−$39 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$260.36	−3.10%	−$2,328 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$256.43	−4.57%	−$3,425 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

Estee Lauder Companies, Inc.ELStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. EL closed at $95.57 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$94.37	−1.26%	−$942 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$105.78	+10.7%	+$8,013 gain
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+11.0%	+$8,279 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

Guardant Health, Inc. - Common StockGH

Disclosed 21 days after the trade. GH closed at $177.33 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$177.73	+0.23%	+$73 gain
Day of disclosureOct 19, 2026	Oct 19, 2026	$157.88	−11.0%	−$3,565 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$162.59	−8.31%	−$2,702 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 3, 2026 · House Clerk

View original filing

ViaSat, Inc. - Common StockVSAT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Aug 28, 2026Filed 6 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Sep 2, 2026New

Disclosed 6 days after the trade. VSAT closed at $67.37 on Aug 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 31, 2026	Aug 31, 2026	$67.27	−0.15%	$12 loss avoided
Day of disclosureSep 3, 2026	Sep 3, 2026	$71.72	+6.46%	$517 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$71.65	+6.35%	$508 gain missed
90 days after	Pending: first session on or after Nov 26, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−10.7%	$855 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 28, 2026Filed 6 days later

Joint

ViaSat, Inc. - Common Stock

Disclosed 6 days after the trade. VSAT closed at $67.37 on Aug 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 31, 2026	Aug 31, 2026	$67.27	−0.15%	$12 loss avoided
Day of disclosureSep 3, 2026	Sep 3, 2026	$71.72	+6.46%	$517 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$71.65	+6.35%	$508 gain missed
90 days after	Pending: first session on or after Nov 26, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−10.7%	$855 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Hilton Worldwide Holdings Inc. Common StockHLT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jun 15, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 2, 2026New

Disclosed 30 days after the trade. HLT closed at $347.11 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$350.22	+0.90%	+$72 gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
30 days afterJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
90 days afterSep 14, 2026	Sep 14, 2026	$310.60	−10.5%	−$842 loss
Latest closeOct 20, 2026	Oct 20, 2026	$359.29	+3.51%	+$281 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McKesson Corporation Common StockMCK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Jun 15, 2026Filed 30 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Jun 16, 2026 · House Clerk

View original filing

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: May 12, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 2, 2026New

Disclosed 35 days after the trade. MSFT closed at $407.77 on May 12, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2026	May 13, 2026	$405.21	−0.63%	$204 loss avoided
Day of disclosureJun 16, 2026	Jun 16, 2026	$393.83	−3.42%	$1,111 loss avoided
30 days afterJun 11, 2026	Jun 11, 2026	$390.34	−4.27%	$1,389 loss avoided
90 days afterAug 10, 2026	Aug 10, 2026	$506.06	+24.1%	$7,834 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.4%	$9,891 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

May 12, 2026Filed 35 days later

Joint

Disclosed 35 days after the trade. MSFT closed at $407.77 on May 12, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2026	May 13, 2026	$405.21	−0.63%	$204 loss avoided
Day of disclosureJun 16, 2026	Jun 16, 2026	$393.83	−3.42%	$1,111 loss avoided
30 days afterJun 11, 2026	Jun 11, 2026	$390.34	−4.27%	$1,389 loss avoided
90 days afterAug 10, 2026	Aug 10, 2026	$506.06	+24.1%	$7,834 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.4%	$9,891 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed May 27, 2026 · House Clerk

View original filing

O'Reilly Automotive, Inc. - Common StockORLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley SEP IRA

Transaction date: Apr 24, 2026Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 8, 2026New

Disclosed 33 days after the trade. ORLY closed at $93.13 on Apr 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 27, 2026	Apr 27, 2026	$91.97	−1.25%	$100 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$89.02	−4.41%	$353 loss avoided
30 days afterMay 26, 2026	May 26, 2026	$89.87	−3.50%	$280 loss avoided
90 days afterJul 23, 2026	Jul 23, 2026	$86.11	−7.54%	$603 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	−3.34%	$267 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Simon Property Group, Inc. Common StockSPG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Apr 20, 2026Filed 37 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Apr 8, 2026 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Mar 9, 2026Filed 30 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 30 days after the trade. AMZN closed at $213.49 on Mar 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 10, 2026	Mar 10, 2026	$214.33	+0.39%	$31 gain missed
Day of disclosureApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
30 days afterApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
90 days afterJun 8, 2026	Jun 8, 2026	$245.22	+14.9%	$1,189 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+23.0%	$1,842 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BP p.l.c. Common StockBP
Stocks (including ADRs) [ST]
Held in: Morgan Stanley IRA
Transaction date
Mar 20, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Mar 12, 2026 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 5, 2026Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 35 days after the trade. AMZN closed at $222.69 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 6, 2026	Feb 6, 2026	$210.32	−5.55%	−$444 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$209.53	−5.91%	−$473 loss
30 days afterMar 9, 2026	Mar 9, 2026	$213.49	−4.13%	−$331 loss
90 days afterMay 6, 2026	May 6, 2026	$274.99	+23.5%	+$1,879 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.9%	+$1,435 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Feb 11, 2026Filed 29 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Feb 23, 2026 · House Clerk

View original filing

Citigroup, Inc. Common StockC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 30, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 24 days after the trade. C closed at $115.71 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 2, 2026	Feb 2, 2026	$116.23	+0.45%	+$146 gain
Day of disclosureFeb 23, 2026	Feb 23, 2026	$110.75	−4.29%	−$1,393 loss
30 days afterMar 2, 2026	Mar 2, 2026	$111.45	−3.68%	−$1,197 loss
90 days afterApr 30, 2026	Apr 30, 2026	$127.98	+10.6%	+$3,446 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+5.88%	+$1,910 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Coupang, Inc. Class A Common StockCPNG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Jan 22, 2026Filed 32 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Jan 8, 2026 · House Clerk

View original filing

MercadoLibre, Inc. - Common StockMELI

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 10, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 29 days after the trade. MELI closed at $1,970.73 on Dec 10, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 11, 2025	Dec 11, 2025	$2,019.81	+2.49%	$809 gain missed
Day of disclosureJan 8, 2026	Jan 8, 2026	$2,179.80	+10.6%	$3,448 gain missed
30 days afterJan 9, 2026	Jan 9, 2026	$2,178.41	+10.5%	$3,425 gain missed
90 days afterMar 10, 2026	Mar 10, 2026	$1,742.09	−11.6%	$3,771 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−4.63%	$1,505 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Dec 8, 2025Filed 31 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Dec 5, 2025 · House Clerk

View original filing

Doximity, Inc. Class A Common StockDOCS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Nov 6, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Dec 1, 2025New

Disclosed 29 days after the trade. DOCS closed at $62.58 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 7, 2025	Nov 7, 2025	$54.29	−13.2%	$4,305 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$45.93	−26.6%	$8,647 loss avoided
30 days afterDec 8, 2025	Dec 8, 2025	$45.68	−27.0%	$8,777 loss avoided
90 days afterFeb 4, 2026	Feb 4, 2026	$35.25	−43.7%	$14,194 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−46.7%	$15,181 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Nov 11, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

119 reported transactions in 19 electronically filed reports; latest filed Oct 19, 2026.

Periodic Transaction Report · filed Oct 19, 2026 · House Clerk

View original filing

Datadog, Inc. - Class A Common StockDDOG

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. DDOG closed at $268.70 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$268.56	−0.05%	−$39 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$260.36	−3.10%	−$2,328 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$256.43	−4.57%	−$3,425 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Estee Lauder Companies, Inc.EL

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. EL closed at $95.57 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$94.37	−1.26%	−$942 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$105.78	+10.7%	+$8,013 gain
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+11.0%	+$8,279 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Guardant Health, Inc. - Common StockGH

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. GH closed at $177.33 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$177.73	+0.23%	+$73 gain
Day of disclosureOct 19, 2026	Oct 19, 2026	$157.88	−11.0%	−$3,565 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$162.59	−8.31%	−$2,702 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tortoise Energy Infrastructure Corporation Common StockTYG

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Sep 4, 2026Filed 45 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 1, 2026New

Disclosed 45 days after the trade. TYG closed at $42.46 on Sep 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 8, 2026	Sep 8, 2026	$42.90	+1.04%	$83 gain missed
Day of disclosureOct 19, 2026	Oct 19, 2026	$38.33	−9.73%	$778 loss avoided
30 days afterOct 5, 2026	Oct 5, 2026	$38.66	−8.95%	$716 loss avoided
90 days after	Pending: first session on or after Dec 3, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$38.16	−10.1%	$810 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ViaSat, Inc. - Common StockVSAT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. VSAT closed at $71.65 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$69.09	−3.57%	$2,680 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$60.29	−15.9%	$11,891 loss avoided
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−16.0%	$12,017 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. - Common StockWMT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Sep 28, 2026Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Oct 1, 2026New

Disclosed 21 days after the trade. WMT closed at $108.73 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$106.80	−1.78%	$1,331 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$118.70	+9.17%	$6,877 gain missed
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+8.39%	$6,291 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 28, 2026Filed 21 days later

Joint

Datadog, Inc. - Class A Common StockDDOGStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. DDOG closed at $268.70 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$268.56	−0.05%	−$39 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$260.36	−3.10%	−$2,328 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$256.43	−4.57%	−$3,425 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

Estee Lauder Companies, Inc.ELStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. EL closed at $95.57 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$94.37	−1.26%	−$942 loss
Day of disclosureOct 19, 2026	Oct 19, 2026	$105.78	+10.7%	+$8,013 gain
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+11.0%	+$8,279 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

Guardant Health, Inc. - Common StockGH

Disclosed 21 days after the trade. GH closed at $177.33 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 29, 2026	Sep 29, 2026	$177.73	+0.23%	+$73 gain
Day of disclosureOct 19, 2026	Oct 19, 2026	$157.88	−11.0%	−$3,565 loss
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$162.59	−8.31%	−$2,702 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 3, 2026 · House Clerk

View original filing

ViaSat, Inc. - Common StockVSAT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Aug 28, 2026Filed 6 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Sep 2, 2026New

Disclosed 6 days after the trade. VSAT closed at $67.37 on Aug 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 31, 2026	Aug 31, 2026	$67.27	−0.15%	$12 loss avoided
Day of disclosureSep 3, 2026	Sep 3, 2026	$71.72	+6.46%	$517 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$71.65	+6.35%	$508 gain missed
90 days after	Pending: first session on or after Nov 26, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−10.7%	$855 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 28, 2026Filed 6 days later

Joint

ViaSat, Inc. - Common Stock

Disclosed 6 days after the trade. VSAT closed at $67.37 on Aug 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 31, 2026	Aug 31, 2026	$67.27	−0.15%	$12 loss avoided
Day of disclosureSep 3, 2026	Sep 3, 2026	$71.72	+6.46%	$517 gain missed
30 days afterSep 28, 2026	Sep 28, 2026	$71.65	+6.35%	$508 gain missed
90 days after	Pending: first session on or after Nov 26, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−10.7%	$855 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Hilton Worldwide Holdings Inc. Common StockHLT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jun 15, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 2, 2026New

Disclosed 30 days after the trade. HLT closed at $347.11 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$350.22	+0.90%	+$72 gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
30 days afterJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
90 days afterSep 14, 2026	Sep 14, 2026	$310.60	−10.5%	−$842 loss
Latest closeOct 20, 2026	Oct 20, 2026	$359.29	+3.51%	+$281 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McKesson Corporation Common StockMCK
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Jun 15, 2026Filed 30 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Jun 16, 2026 · House Clerk

View original filing

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: May 12, 2026Filed 35 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 2, 2026New

Disclosed 35 days after the trade. MSFT closed at $407.77 on May 12, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2026	May 13, 2026	$405.21	−0.63%	$204 loss avoided
Day of disclosureJun 16, 2026	Jun 16, 2026	$393.83	−3.42%	$1,111 loss avoided
30 days afterJun 11, 2026	Jun 11, 2026	$390.34	−4.27%	$1,389 loss avoided
90 days afterAug 10, 2026	Aug 10, 2026	$506.06	+24.1%	$7,834 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.4%	$9,891 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

May 12, 2026Filed 35 days later

Joint

Disclosed 35 days after the trade. MSFT closed at $407.77 on May 12, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2026	May 13, 2026	$405.21	−0.63%	$204 loss avoided
Day of disclosureJun 16, 2026	Jun 16, 2026	$393.83	−3.42%	$1,111 loss avoided
30 days afterJun 11, 2026	Jun 11, 2026	$390.34	−4.27%	$1,389 loss avoided
90 days afterAug 10, 2026	Aug 10, 2026	$506.06	+24.1%	$7,834 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.4%	$9,891 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed May 27, 2026 · House Clerk

View original filing

O'Reilly Automotive, Inc. - Common StockORLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley SEP IRA

Transaction date: Apr 24, 2026Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 8, 2026New

Disclosed 33 days after the trade. ORLY closed at $93.13 on Apr 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 27, 2026	Apr 27, 2026	$91.97	−1.25%	$100 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$89.02	−4.41%	$353 loss avoided
30 days afterMay 26, 2026	May 26, 2026	$89.87	−3.50%	$280 loss avoided
90 days afterJul 23, 2026	Jul 23, 2026	$86.11	−7.54%	$603 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	−3.34%	$267 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Simon Property Group, Inc. Common StockSPG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Apr 20, 2026Filed 37 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Apr 8, 2026 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Mar 9, 2026Filed 30 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 30 days after the trade. AMZN closed at $213.49 on Mar 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 10, 2026	Mar 10, 2026	$214.33	+0.39%	$31 gain missed
Day of disclosureApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
30 days afterApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
90 days afterJun 8, 2026	Jun 8, 2026	$245.22	+14.9%	$1,189 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+23.0%	$1,842 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BP p.l.c. Common StockBP
Stocks (including ADRs) [ST]
Held in: Morgan Stanley IRA
Transaction date
Mar 20, 2026Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Mar 12, 2026 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 5, 2026Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 35 days after the trade. AMZN closed at $222.69 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 6, 2026	Feb 6, 2026	$210.32	−5.55%	−$444 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$209.53	−5.91%	−$473 loss
30 days afterMar 9, 2026	Mar 9, 2026	$213.49	−4.13%	−$331 loss
90 days afterMay 6, 2026	May 6, 2026	$274.99	+23.5%	+$1,879 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.9%	+$1,435 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Feb 11, 2026Filed 29 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Feb 23, 2026 · House Clerk

View original filing

Citigroup, Inc. Common StockC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 30, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 24 days after the trade. C closed at $115.71 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 2, 2026	Feb 2, 2026	$116.23	+0.45%	+$146 gain
Day of disclosureFeb 23, 2026	Feb 23, 2026	$110.75	−4.29%	−$1,393 loss
30 days afterMar 2, 2026	Mar 2, 2026	$111.45	−3.68%	−$1,197 loss
90 days afterApr 30, 2026	Apr 30, 2026	$127.98	+10.6%	+$3,446 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+5.88%	+$1,910 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Coupang, Inc. Class A Common StockCPNG
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Jan 22, 2026Filed 32 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Jan 8, 2026 · House Clerk

View original filing

MercadoLibre, Inc. - Common StockMELI

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 10, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 29 days after the trade. MELI closed at $1,970.73 on Dec 10, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 11, 2025	Dec 11, 2025	$2,019.81	+2.49%	$809 gain missed
Day of disclosureJan 8, 2026	Jan 8, 2026	$2,179.80	+10.6%	$3,448 gain missed
30 days afterJan 9, 2026	Jan 9, 2026	$2,178.41	+10.5%	$3,425 gain missed
90 days afterMar 10, 2026	Mar 10, 2026	$1,742.09	−11.6%	$3,771 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−4.63%	$1,505 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Dec 8, 2025Filed 31 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Dec 5, 2025 · House Clerk

View original filing

Doximity, Inc. Class A Common StockDOCS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Nov 6, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Dec 1, 2025New

Disclosed 29 days after the trade. DOCS closed at $62.58 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 7, 2025	Nov 7, 2025	$54.29	−13.2%	$4,305 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$45.93	−26.6%	$8,647 loss avoided
30 days afterDec 8, 2025	Dec 8, 2025	$45.68	−27.0%	$8,777 loss avoided
90 days afterFeb 4, 2026	Feb 4, 2026	$35.25	−43.7%	$14,194 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−46.7%	$15,181 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Nov 11, 2025Filed 24 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Sep 4, 2026Filed 45 days later

Spouse

Tortoise Energy Infrastructure Corporation Common StockTYGStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Oct 1, 2026New

Disclosed 45 days after the trade. TYG closed at $42.46 on Sep 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 8, 2026	Sep 8, 2026	$42.90	+1.04%	$83 gain missed
Day of disclosureOct 19, 2026	Oct 19, 2026	$38.33	−9.73%	$778 loss avoided
30 days afterOct 5, 2026	Oct 5, 2026	$38.66	−8.95%	$716 loss avoided
90 days after	Pending: first session on or after Dec 3, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$38.16	−10.1%	$810 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

ViaSat, Inc. - Common StockVSATStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. VSAT closed at $71.65 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$69.09	−3.57%	$2,680 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$60.29	−15.9%	$11,891 loss avoided
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	−16.0%	$12,017 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 28, 2026Filed 21 days later

Joint

Walmart Inc. - Common StockWMTStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Oct 1, 2026New

Disclosed 21 days after the trade. WMT closed at $108.73 on Sep 28, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 29, 2026	Sep 29, 2026	$106.80	−1.78%	$1,331 loss avoided
Day of disclosureOct 19, 2026	Oct 19, 2026	$118.70	+9.17%	$6,877 gain missed
30 days after	Pending: first session on or after Oct 28, 2026
90 days after	Pending: first session on or after Dec 27, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+8.39%	$6,291 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 30 days after the trade. MCK closed at $779.78 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$785.43	+0.72%	$58 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$796.35	+2.12%	$170 gain missed
30 days afterJul 15, 2026	Jul 15, 2026	$796.35	+2.12%	$170 gain missed
90 days afterSep 14, 2026	Sep 14, 2026	$910.95	+16.8%	$1,346 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+32.1%	$2,569 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sphere Entertainment Co. Class A Common StockSPHR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jun 15, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 2, 2026New

Disclosed 30 days after the trade. SPHR closed at $154.38 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$153.89	−0.32%	−$25 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$143.42	−7.10%	−$568 loss
30 days afterJul 15, 2026	Jul 15, 2026	$143.42	−7.10%	−$568 loss
90 days afterSep 14, 2026	Sep 14, 2026	$147.40	−4.52%	−$362 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.84	−26.9%	−$2,153 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 15, 2026Filed 30 days later

Spouse

Hilton Worldwide Holdings Inc. Common StockHLTStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Jul 2, 2026New

Disclosed 30 days after the trade. HLT closed at $347.11 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$350.22	+0.90%	+$72 gain
Day of disclosureJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
30 days afterJul 15, 2026	Jul 15, 2026	$328.48	−5.37%	−$429 loss
90 days afterSep 14, 2026	Sep 14, 2026	$310.60	−10.5%	−$842 loss
Latest closeOct 20, 2026	Oct 20, 2026	$359.29	+3.51%	+$281 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 15, 2026Filed 30 days later

Spouse

McKesson Corporation Common StockMCKStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Jul 2, 2026New

Disclosed 30 days after the trade. MCK closed at $779.78 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$785.43	+0.72%	$58 gain missed
Day of disclosureJul 15, 2026	Jul 15, 2026	$796.35	+2.12%	$170 gain missed
30 days afterJul 15, 2026	Jul 15, 2026	$796.35	+2.12%	$170 gain missed
90 days afterSep 14, 2026	Sep 14, 2026	$910.95	+16.8%	$1,346 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+32.1%	$2,569 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 15, 2026Filed 30 days later

Spouse

Sphere Entertainment Co. Class A Common StockSPHRStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Jul 2, 2026New

Disclosed 30 days after the trade. SPHR closed at $154.38 on Jun 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$153.89	−0.32%	−$25 loss
Day of disclosureJul 15, 2026	Jul 15, 2026	$143.42	−7.10%	−$568 loss
30 days afterJul 15, 2026	Jul 15, 2026	$143.42	−7.10%	−$568 loss
90 days afterSep 14, 2026	Sep 14, 2026	$147.40	−4.52%	−$362 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.84	−26.9%	−$2,153 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 37 days after the trade. SPG closed at $207.56 on Apr 20, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeApr 21, 2026	Apr 21, 2026	$204.76	−1.35%	−$438 loss
Day of disclosureMay 27, 2026	May 27, 2026	$206.77	−0.38%	−$124 loss
30 days afterMay 20, 2026	May 20, 2026	$204.10	−1.67%	−$542 loss
90 days afterJul 20, 2026	Jul 20, 2026	$228.19	+9.94%	+$3,230 gain
Latest closeOct 20, 2026	Oct 20, 2026	$206.99	−0.27%	−$89 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tenet Healthcare Corporation Common StockTHC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 20, 2026Filed 37 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified May 8, 2026New

Disclosed 37 days after the trade. THC closed at $191.26 on Apr 20, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 21, 2026	Apr 21, 2026	$185.47	−3.03%	$984 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$181.06	−5.33%	$1,733 loss avoided
30 days afterMay 20, 2026	May 20, 2026	$187.41	−2.01%	$654 loss avoided
90 days afterJul 20, 2026	Jul 20, 2026	$194.38	+1.63%	$530 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+42.4%	$13,775 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tenet Healthcare Corporation Common StockTHC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 15, 2026Filed 42 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 8, 2026New

Disclosed 42 days after the trade. THC closed at $193.56 on Apr 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 16, 2026	Apr 16, 2026	$192.00	−0.81%	$64 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$181.06	−6.46%	$517 loss avoided
30 days afterMay 15, 2026	May 15, 2026	$196.66	+1.60%	$128 gain missed
90 days afterJul 14, 2026	Jul 14, 2026	$183.69	−5.10%	$408 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+40.7%	$3,256 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 24, 2026Filed 33 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified May 8, 2026New

Disclosed 33 days after the trade. V closed at $309.42 on Apr 24, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeApr 27, 2026	Apr 27, 2026	$309.65	+0.07%	$56 gain missed
Day of disclosureMay 27, 2026	May 27, 2026	$327.61	+5.88%	$4,409 gain missed
30 days afterMay 26, 2026	May 26, 2026	$326.48	+5.51%	$4,135 gain missed
90 days afterJul 23, 2026	Jul 23, 2026	$351.60	+13.6%	$10,224 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+31.4%	$23,548 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 24, 2026Filed 33 days later

Member

O'Reilly Automotive, Inc. - Common StockORLYStocks (including ADRs) [ST]Held in: Morgan Stanley SEP IRA

Sale

$1,001 - $15,000

Notified May 8, 2026New

Disclosed 33 days after the trade. ORLY closed at $93.13 on Apr 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 27, 2026	Apr 27, 2026	$91.97	−1.25%	$100 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$89.02	−4.41%	$353 loss avoided
30 days afterMay 26, 2026	May 26, 2026	$89.87	−3.50%	$280 loss avoided
90 days afterJul 23, 2026	Jul 23, 2026	$86.11	−7.54%	$603 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	−3.34%	$267 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 20, 2026Filed 37 days later

Joint

Simon Property Group, Inc. Common StockSPGStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified May 8, 2026New

Disclosed 37 days after the trade. SPG closed at $207.56 on Apr 20, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeApr 21, 2026	Apr 21, 2026	$204.76	−1.35%	−$438 loss
Day of disclosureMay 27, 2026	May 27, 2026	$206.77	−0.38%	−$124 loss
30 days afterMay 20, 2026	May 20, 2026	$204.10	−1.67%	−$542 loss
90 days afterJul 20, 2026	Jul 20, 2026	$228.19	+9.94%	+$3,230 gain
Latest closeOct 20, 2026	Oct 20, 2026	$206.99	−0.27%	−$89 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 20, 2026Filed 37 days later

Joint

Tenet Healthcare Corporation Common StockTHCStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified May 8, 2026New

Disclosed 37 days after the trade. THC closed at $191.26 on Apr 20, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 21, 2026	Apr 21, 2026	$185.47	−3.03%	$984 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$181.06	−5.33%	$1,733 loss avoided
30 days afterMay 20, 2026	May 20, 2026	$187.41	−2.01%	$654 loss avoided
90 days afterJul 20, 2026	Jul 20, 2026	$194.38	+1.63%	$530 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+42.4%	$13,775 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 15, 2026Filed 42 days later

Spouse

Tenet Healthcare Corporation Common StockTHCStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified May 8, 2026New

Disclosed 42 days after the trade. THC closed at $193.56 on Apr 15, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 16, 2026	Apr 16, 2026	$192.00	−0.81%	$64 loss avoided
Day of disclosureMay 27, 2026	May 27, 2026	$181.06	−6.46%	$517 loss avoided
30 days afterMay 15, 2026	May 15, 2026	$196.66	+1.60%	$128 gain missed
90 days afterJul 14, 2026	Jul 14, 2026	$183.69	−5.10%	$408 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+40.7%	$3,256 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apr 24, 2026Filed 33 days later

Joint

Visa Inc.VStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified May 8, 2026New

Disclosed 33 days after the trade. V closed at $309.42 on Apr 24, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeApr 27, 2026	Apr 27, 2026	$309.65	+0.07%	$56 gain missed
Day of disclosureMay 27, 2026	May 27, 2026	$327.61	+5.88%	$4,409 gain missed
30 days afterMay 26, 2026	May 26, 2026	$326.48	+5.51%	$4,135 gain missed
90 days afterJul 23, 2026	Jul 23, 2026	$351.60	+13.6%	$10,224 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+31.4%	$23,548 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 19 days after the trade. BP closed at $44.78 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$43.57	−2.70%	−$216 loss
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.89	+2.48%	+$198 gain
30 days afterApr 20, 2026	Apr 20, 2026	$45.12	+0.76%	+$61 gain
90 days afterJun 18, 2026	Jun 18, 2026	$39.10	−12.7%	−$1,015 loss
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+10.3%	+$824 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BP p.l.c. Common StockBP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Mar 19, 2026Filed 20 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Apr 7, 2026New

Disclosed 20 days after the trade. BP closed at $45.86 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$44.78	−2.35%	−$765 loss
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.89	+0.07%	+$21 gain
30 days afterApr 20, 2026	Apr 20, 2026	$45.12	−1.61%	−$524 loss
90 days afterJun 17, 2026	Jun 17, 2026	$40.14	−12.5%	−$4,054 loss
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+7.70%	+$2,502 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

O'Reilly Automotive, Inc. - Common StockORLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Mar 19, 2026Filed 20 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Apr 7, 2026New

Disclosed 20 days after the trade. ORLY closed at $87.91 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$87.30	−0.69%	$226 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$93.06	+5.86%	$1,904 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$92.83	+5.60%	$1,819 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$88.40	+0.56%	$181 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	+2.40%	$780 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 9, 2026Filed 30 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 30 days after the trade. AMZN closed at $213.49 on Mar 9, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 10, 2026	Mar 10, 2026	$214.33	+0.39%	$31 gain missed
Day of disclosureApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
30 days afterApr 8, 2026	Apr 8, 2026	$221.25	+3.63%	$291 gain missed
90 days afterJun 8, 2026	Jun 8, 2026	$245.22	+14.9%	$1,189 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+23.0%	$1,842 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 20, 2026Filed 19 days later

Member

BP p.l.c. Common StockBPStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. BP closed at $44.78 on Mar 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 23, 2026	Mar 23, 2026	$43.57	−2.70%	−$216 loss
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.89	+2.48%	+$198 gain
30 days afterApr 20, 2026	Apr 20, 2026	$45.12	+0.76%	+$61 gain
90 days afterJun 18, 2026	Jun 18, 2026	$39.10	−12.7%	−$1,015 loss
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+10.3%	+$824 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 20 days later

Joint

BP p.l.c. Common StockBPStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Apr 7, 2026New

Disclosed 20 days after the trade. BP closed at $45.86 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$44.78	−2.35%	−$765 loss
Day of disclosureApr 8, 2026	Apr 8, 2026	$45.89	+0.07%	+$21 gain
30 days afterApr 20, 2026	Apr 20, 2026	$45.12	−1.61%	−$524 loss
90 days afterJun 17, 2026	Jun 17, 2026	$40.14	−12.5%	−$4,054 loss
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+7.70%	+$2,502 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 20 days later

Joint

O'Reilly Automotive, Inc. - Common StockORLYStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Apr 7, 2026New

Disclosed 20 days after the trade. ORLY closed at $87.91 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$87.30	−0.69%	$226 loss avoided
Day of disclosureApr 8, 2026	Apr 8, 2026	$93.06	+5.86%	$1,904 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$92.83	+5.60%	$1,819 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$88.40	+0.56%	$181 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	+2.40%	$780 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 29 days after the trade. AMZN closed at $204.08 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 12, 2026	Feb 12, 2026	$199.60	−2.20%	$176 loss avoided
Day of disclosureMar 12, 2026	Mar 12, 2026	$209.53	+2.67%	$214 gain missed
30 days afterMar 13, 2026	Mar 13, 2026	$207.67	+1.76%	$141 gain missed
90 days afterMay 12, 2026	May 12, 2026	$265.82	+30.3%	$2,421 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+28.7%	$2,295 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Citigroup, Inc. Common StockC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 4, 2026Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 36 days after the trade. C closed at $117.43 on Feb 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.74	−1.44%	−$115 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−10.2%	−$813 loss
30 days afterMar 6, 2026	Mar 6, 2026	$106.53	−9.28%	−$743 loss
90 days afterMay 5, 2026	May 5, 2026	$128.01	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.33%	+$346 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Citigroup, Inc. Common StockC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Feb 11, 2026Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 4, 2026New

Disclosed 29 days after the trade. C closed at $117.39 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 12, 2026	Feb 12, 2026	$111.15	−5.32%	−$425 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−10.1%	−$810 loss
30 days afterMar 13, 2026	Mar 13, 2026	$105.69	−9.97%	−$797 loss
90 days afterMay 12, 2026	May 12, 2026	$126.44	+7.71%	+$617 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.36%	+$349 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Citigroup, Inc. Common StockC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Feb 5, 2026Filed 35 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Mar 3, 2026New

Disclosed 35 days after the trade. C closed at $115.74 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 6, 2026	Feb 6, 2026	$122.69	+6.00%	+$4,504 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−8.85%	−$6,636 loss
30 days afterMar 9, 2026	Mar 9, 2026	$106.59	−7.91%	−$5,929 loss
90 days afterMay 6, 2026	May 6, 2026	$127.60	+10.2%	+$7,685 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+5.85%	+$4,387 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Feb 17, 2026Filed 23 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Mar 3, 2026New

Disclosed 23 days after the trade. IBM closed at $258.31 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 18, 2026	Feb 18, 2026	$260.79	+0.96%	$720 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$247.68	−4.12%	$3,086 loss avoided
30 days afterMar 19, 2026	Mar 19, 2026	$250.37	−3.07%	$2,305 loss avoided
90 days afterMay 18, 2026	May 18, 2026	$222.75	−13.8%	$10,325 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.35%	$4,759 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

International Business Machines Corporation Common StockIBM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 17, 2026Filed 23 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 23 days after the trade. IBM closed at $258.31 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 18, 2026	Feb 18, 2026	$260.79	+0.96%	$77 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$247.68	−4.12%	$329 loss avoided
30 days afterMar 19, 2026	Mar 19, 2026	$250.37	−3.07%	$246 loss avoided
90 days afterMay 18, 2026	May 18, 2026	$222.75	−13.8%	$1,101 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.35%	$508 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Feb 5, 2026Filed 35 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Mar 3, 2026New

Disclosed 35 days after the trade. PANW closed at $154.77 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 6, 2026	Feb 6, 2026	$159.32	+2.94%	$2,205 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$168.12	+8.63%	$6,469 gain missed
30 days afterMar 9, 2026	Mar 9, 2026	$165.10	+6.67%	$5,006 gain missed
90 days afterMay 6, 2026	May 6, 2026	$183.68	+18.7%	$14,010 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+119.9%	$89,897 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 3, 2026Filed 37 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 37 days after the trade. SHOP closed at $119.29 on Feb 3, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 4, 2026	Feb 4, 2026	$114.02	−4.42%	$353 loss avoided
Day of disclosureMar 12, 2026	Mar 12, 2026	$126.17	+5.77%	$461 gain missed
30 days afterMar 5, 2026	Mar 5, 2026	$134.79	+13.0%	$1,040 gain missed
90 days afterMay 4, 2026	May 4, 2026	$127.55	+6.92%	$554 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+45.4%	$3,635 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tenet Healthcare Corporation Common StockTHC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Feb 11, 2026Filed 29 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 3, 2026New

Disclosed 29 days after the trade. THC closed at $226.35 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 12, 2026	Feb 12, 2026	$232.26	+2.61%	$209 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$224.73	−0.72%	$57 loss avoided
30 days afterMar 13, 2026	Mar 13, 2026	$227.63	+0.57%	$45 gain missed
90 days afterMay 12, 2026	May 12, 2026	$195.88	−13.5%	$1,077 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+20.3%	$1,625 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Bank of New York Mellon Corporation Common StockBK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Feb 17, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 3, 2026New

Disclosed 23 days after the trade. BK closed at $118.80 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 18, 2026	Feb 18, 2026	$119.49	+0.58%	+$46 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$117.12	−1.41%	−$113 loss
30 days afterMar 19, 2026	Mar 19, 2026	$114.90	−3.28%	−$263 loss
90 days afterMay 18, 2026	May 18, 2026	$136.58	+15.0%	+$1,197 gain
Latest closeJul 17, 2026	Jul 17, 2026	$157.13	+32.3%	+$2,581 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Bank of New York Mellon Corporation Common StockBK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Feb 17, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Mar 3, 2026New

Disclosed 23 days after the trade. BK closed at $118.80 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 18, 2026	Feb 18, 2026	$119.49	+0.58%	+$436 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$117.12	−1.41%	−$1,061 loss
30 days afterMar 19, 2026	Mar 19, 2026	$114.90	−3.28%	−$2,462 loss
90 days afterMay 18, 2026	May 18, 2026	$136.58	+15.0%	+$11,225 gain
Latest closeJul 17, 2026	Jul 17, 2026	$157.13	+32.3%	+$24,199 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Welltower Inc. Common StockWELL

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Feb 11, 2026Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 3, 2026New

Disclosed 29 days after the trade. WELL closed at $207.88 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 12, 2026	Feb 12, 2026	$208.14	+0.13%	+$10 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$206.20	−0.81%	−$65 loss
30 days afterMar 13, 2026	Mar 13, 2026	$207.82	−0.03%	−$2 loss
90 days afterMay 12, 2026	May 12, 2026	$217.50	+4.63%	+$370 gain
Latest closeOct 20, 2026	Oct 20, 2026	$238.08	+14.5%	+$1,162 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 5, 2026Filed 35 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 35 days after the trade. AMZN closed at $222.69 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 6, 2026	Feb 6, 2026	$210.32	−5.55%	−$444 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$209.53	−5.91%	−$473 loss
30 days afterMar 9, 2026	Mar 9, 2026	$213.49	−4.13%	−$331 loss
90 days afterMay 6, 2026	May 6, 2026	$274.99	+23.5%	+$1,879 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.9%	+$1,435 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 11, 2026Filed 29 days later

Spouse

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 29 days after the trade. AMZN closed at $204.08 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 12, 2026	Feb 12, 2026	$199.60	−2.20%	$176 loss avoided
Day of disclosureMar 12, 2026	Mar 12, 2026	$209.53	+2.67%	$214 gain missed
30 days afterMar 13, 2026	Mar 13, 2026	$207.67	+1.76%	$141 gain missed
90 days afterMay 12, 2026	May 12, 2026	$265.82	+30.3%	$2,421 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+28.7%	$2,295 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 4, 2026Filed 36 days later

Member

Broadcom Corporation - Class ABRCMStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Sale

$1,001 - $15,000

Notified Mar 3, 2026New

No prices found

Feb 4, 2026Filed 36 days later

Member

Citigroup, Inc. Common StockCStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 36 days after the trade. C closed at $117.43 on Feb 4, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.74	−1.44%	−$115 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−10.2%	−$813 loss
30 days afterMar 6, 2026	Mar 6, 2026	$106.53	−9.28%	−$743 loss
90 days afterMay 5, 2026	May 5, 2026	$128.01	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.33%	+$346 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 11, 2026Filed 29 days later

Spouse

Citigroup, Inc. Common StockCStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Mar 4, 2026New

Disclosed 29 days after the trade. C closed at $117.39 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 12, 2026	Feb 12, 2026	$111.15	−5.32%	−$425 loss
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−10.1%	−$810 loss
30 days afterMar 13, 2026	Mar 13, 2026	$105.69	−9.97%	−$797 loss
90 days afterMay 12, 2026	May 12, 2026	$126.44	+7.71%	+$617 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.36%	+$349 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 5, 2026Filed 35 days later

Joint

Citigroup, Inc. Common StockCStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Mar 3, 2026New

Disclosed 35 days after the trade. C closed at $115.74 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 6, 2026	Feb 6, 2026	$122.69	+6.00%	+$4,504 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$105.50	−8.85%	−$6,636 loss
30 days afterMar 9, 2026	Mar 9, 2026	$106.59	−7.91%	−$5,929 loss
90 days afterMay 6, 2026	May 6, 2026	$127.60	+10.2%	+$7,685 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+5.85%	+$4,387 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 17, 2026Filed 23 days later

Joint

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Mar 3, 2026New

Disclosed 23 days after the trade. IBM closed at $258.31 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 18, 2026	Feb 18, 2026	$260.79	+0.96%	$720 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$247.68	−4.12%	$3,086 loss avoided
30 days afterMar 19, 2026	Mar 19, 2026	$250.37	−3.07%	$2,305 loss avoided
90 days afterMay 18, 2026	May 18, 2026	$222.75	−13.8%	$10,325 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.35%	$4,759 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 17, 2026Filed 23 days later

Member

International Business Machines Corporation Common StockIBMStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Sale

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 23 days after the trade. IBM closed at $258.31 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 18, 2026	Feb 18, 2026	$260.79	+0.96%	$77 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$247.68	−4.12%	$329 loss avoided
30 days afterMar 19, 2026	Mar 19, 2026	$250.37	−3.07%	$246 loss avoided
90 days afterMay 18, 2026	May 18, 2026	$222.75	−13.8%	$1,101 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.35%	$508 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 5, 2026Filed 35 days later

Joint

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Mar 3, 2026New

Disclosed 35 days after the trade. PANW closed at $154.77 on Feb 5, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 6, 2026	Feb 6, 2026	$159.32	+2.94%	$2,205 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$168.12	+8.63%	$6,469 gain missed
30 days afterMar 9, 2026	Mar 9, 2026	$165.10	+6.67%	$5,006 gain missed
90 days afterMay 6, 2026	May 6, 2026	$183.68	+18.7%	$14,010 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+119.9%	$89,897 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 3, 2026Filed 37 days later

Member

Shopify Inc. - Class A Subordinate Voting SharesSHOPStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Sale

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 37 days after the trade. SHOP closed at $119.29 on Feb 3, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 4, 2026	Feb 4, 2026	$114.02	−4.42%	$353 loss avoided
Day of disclosureMar 12, 2026	Mar 12, 2026	$126.17	+5.77%	$461 gain missed
30 days afterMar 5, 2026	Mar 5, 2026	$134.79	+13.0%	$1,040 gain missed
90 days afterMay 4, 2026	May 4, 2026	$127.55	+6.92%	$554 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+45.4%	$3,635 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 11, 2026Filed 29 days later

Spouse

Tenet Healthcare Corporation Common StockTHCStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Partial sale

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 29 days after the trade. THC closed at $226.35 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 12, 2026	Feb 12, 2026	$232.26	+2.61%	$209 gain missed
Day of disclosureMar 12, 2026	Mar 12, 2026	$224.73	−0.72%	$57 loss avoided
30 days afterMar 13, 2026	Mar 13, 2026	$227.63	+0.57%	$45 gain missed
90 days afterMay 12, 2026	May 12, 2026	$195.88	−13.5%	$1,077 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+20.3%	$1,625 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 17, 2026Filed 23 days later

Member

The Bank of New York Mellon Corporation Common StockBKStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 23 days after the trade. BK closed at $118.80 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 18, 2026	Feb 18, 2026	$119.49	+0.58%	+$46 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$117.12	−1.41%	−$113 loss
30 days afterMar 19, 2026	Mar 19, 2026	$114.90	−3.28%	−$263 loss
90 days afterMay 18, 2026	May 18, 2026	$136.58	+15.0%	+$1,197 gain
Latest closeJul 17, 2026	Jul 17, 2026	$157.13	+32.3%	+$2,581 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 17, 2026Filed 23 days later

Joint

The Bank of New York Mellon Corporation Common StockBKStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Mar 3, 2026New

Disclosed 23 days after the trade. BK closed at $118.80 on Feb 17, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 18, 2026	Feb 18, 2026	$119.49	+0.58%	+$436 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$117.12	−1.41%	−$1,061 loss
30 days afterMar 19, 2026	Mar 19, 2026	$114.90	−3.28%	−$2,462 loss
90 days afterMay 18, 2026	May 18, 2026	$136.58	+15.0%	+$11,225 gain
Latest closeJul 17, 2026	Jul 17, 2026	$157.13	+32.3%	+$24,199 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 11, 2026Filed 29 days later

Spouse

Welltower Inc. Common StockWELLStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Mar 3, 2026New

Disclosed 29 days after the trade. WELL closed at $207.88 on Feb 11, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 12, 2026	Feb 12, 2026	$208.14	+0.13%	+$10 gain
Day of disclosureMar 12, 2026	Mar 12, 2026	$206.20	−0.81%	−$65 loss
30 days afterMar 13, 2026	Mar 13, 2026	$207.82	−0.03%	−$2 loss
90 days afterMay 12, 2026	May 12, 2026	$217.50	+4.63%	+$370 gain
Latest closeOct 20, 2026	Oct 20, 2026	$238.08	+14.5%	+$1,162 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 32 days after the trade. CPNG closed at $19.95 on Jan 22, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 23, 2026	Jan 23, 2026	$19.99	+0.20%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$18.58	−6.87%	$2,232 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$18.58	−6.87%	$2,232 loss avoided
90 days afterApr 22, 2026	Apr 22, 2026	$20.60	+3.26%	$1,059 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$14.32	−28.2%	$9,172 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

GE Vernova Inc. Common StockGEV

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 30, 2026Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 24 days after the trade. GEV closed at $726.37 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 2, 2026	Feb 2, 2026	$754.97	+3.94%	+$1,280 gain
Day of disclosureFeb 23, 2026	Feb 23, 2026	$831.70	+14.5%	+$4,713 gain
30 days afterMar 2, 2026	Mar 2, 2026	$881.18	+21.3%	+$6,927 gain
90 days afterApr 30, 2026	Apr 30, 2026	$1,083.46	+49.2%	+$15,978 gain
Latest closeOct 20, 2026	Oct 20, 2026	$890.33	+22.6%	+$7,336 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jan 20, 2026Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Feb 3, 2026New

Disclosed 34 days after the trade. JPM closed at $302.74 on Jan 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 21, 2026	Jan 21, 2026	$302.04	−0.23%	−$19 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$297.67	−1.67%	−$134 loss
30 days afterFeb 19, 2026	Feb 19, 2026	$308.05	+1.75%	+$140 gain
90 days afterApr 20, 2026	Apr 20, 2026	$316.99	+4.71%	+$377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+10.7%	+$859 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 16, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 38 days after the trade. PLTR closed at $170.96 on Jan 16, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 20, 2026	Jan 20, 2026	$168.53	−1.42%	$462 loss avoided
Day of disclosureFeb 23, 2026	Feb 23, 2026	$130.60	−23.6%	$7,673 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$133.02	−22.2%	$7,213 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$142.76	−16.5%	$5,361 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+12.7%	$4,114 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jan 20, 2026Filed 34 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Feb 3, 2026New

Disclosed 34 days after the trade. HOOD closed at $105.78 on Jan 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 21, 2026	Jan 21, 2026	$105.92	+0.13%	$11 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$71.78	−32.1%	$2,572 loss avoided
30 days afterFeb 19, 2026	Feb 19, 2026	$75.65	−28.5%	$2,279 loss avoided
90 days afterApr 20, 2026	Apr 20, 2026	$91.28	−13.7%	$1,097 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−7.16%	$573 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 30, 2026Filed 24 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 24 days after the trade. SHOP closed at $131.23 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 2, 2026	Feb 2, 2026	$132.20	+0.74%	$554 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$117.28	−10.6%	$7,973 loss avoided
30 days afterMar 2, 2026	Mar 2, 2026	$119.38	−9.03%	$6,773 loss avoided
90 days afterApr 30, 2026	Apr 30, 2026	$121.13	−7.70%	$5,772 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+32.2%	$24,147 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

T-Mobile US, Inc.TMUS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 13, 2026Filed 41 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 41 days after the trade. TMUS closed at $189.67 on Jan 13, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJan 14, 2026	Jan 14, 2026	$192.02	+1.24%	$929 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$219.95	+16.0%	$11,974 gain missed
30 days afterFeb 12, 2026	Feb 12, 2026	$214.68	+13.2%	$9,890 gain missed
90 days afterApr 13, 2026	Apr 13, 2026	$192.43	+1.46%	$1,091 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−16.8%	$12,622 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ViaSat, Inc. - Common StockVSAT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 22, 2026Filed 32 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 32 days after the trade. VSAT closed at $44.23 on Jan 22, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeJan 23, 2026	Jan 23, 2026	$43.28	−2.15%	−$1,611 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$45.23	+2.26%	+$1,696 gain
30 days afterFeb 23, 2026	Feb 23, 2026	$45.23	+2.26%	+$1,696 gain
90 days afterApr 22, 2026	Apr 22, 2026	$63.08	+42.6%	+$31,964 gain
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	+36.0%	+$27,030 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. - Common StockWMT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jan 13, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Feb 3, 2026New

Disclosed 41 days after the trade. WMT closed at $120.36 on Jan 13, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeJan 14, 2026	Jan 14, 2026	$120.04	−0.27%	−$199 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$125.81	+4.53%	+$3,396 gain
30 days afterFeb 12, 2026	Feb 12, 2026	$133.64	+11.0%	+$8,275 gain
90 days afterApr 13, 2026	Apr 13, 2026	$124.57	+3.50%	+$2,623 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	−2.09%	−$1,564 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jan 30, 2026Filed 24 days later

Joint

Citigroup, Inc. Common StockCStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Feb 3, 2026New

Disclosed 24 days after the trade. C closed at $115.71 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 2, 2026	Feb 2, 2026	$116.23	+0.45%	+$146 gain
Day of disclosureFeb 23, 2026	Feb 23, 2026	$110.75	−4.29%	−$1,393 loss
30 days afterMar 2, 2026	Mar 2, 2026	$111.45	−3.68%	−$1,197 loss
90 days afterApr 30, 2026	Apr 30, 2026	$127.98	+10.6%	+$3,446 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+5.88%	+$1,910 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 22, 2026Filed 32 days later

Joint

Coupang, Inc. Class A Common StockCPNGStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Feb 3, 2026New

Disclosed 32 days after the trade. CPNG closed at $19.95 on Jan 22, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 23, 2026	Jan 23, 2026	$19.99	+0.20%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$18.58	−6.87%	$2,232 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$18.58	−6.87%	$2,232 loss avoided
90 days afterApr 22, 2026	Apr 22, 2026	$20.60	+3.26%	$1,059 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$14.32	−28.2%	$9,172 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2026Filed 24 days later

Joint

GE Vernova Inc. Common StockGEVStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Feb 3, 2026New

Disclosed 24 days after the trade. GEV closed at $726.37 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 2, 2026	Feb 2, 2026	$754.97	+3.94%	+$1,280 gain
Day of disclosureFeb 23, 2026	Feb 23, 2026	$831.70	+14.5%	+$4,713 gain
30 days afterMar 2, 2026	Mar 2, 2026	$881.18	+21.3%	+$6,927 gain
90 days afterApr 30, 2026	Apr 30, 2026	$1,083.46	+49.2%	+$15,978 gain
Latest closeOct 20, 2026	Oct 20, 2026	$890.33	+22.6%	+$7,336 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 20, 2026Filed 34 days later

Spouse

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Feb 3, 2026New

Disclosed 34 days after the trade. JPM closed at $302.74 on Jan 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 21, 2026	Jan 21, 2026	$302.04	−0.23%	−$19 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$297.67	−1.67%	−$134 loss
30 days afterFeb 19, 2026	Feb 19, 2026	$308.05	+1.75%	+$140 gain
90 days afterApr 20, 2026	Apr 20, 2026	$316.99	+4.71%	+$377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+10.7%	+$859 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 16, 2026Filed 38 days later

Joint

Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Feb 3, 2026New

Disclosed 38 days after the trade. PLTR closed at $170.96 on Jan 16, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 20, 2026	Jan 20, 2026	$168.53	−1.42%	$462 loss avoided
Day of disclosureFeb 23, 2026	Feb 23, 2026	$130.60	−23.6%	$7,673 loss avoided
30 days afterFeb 17, 2026	Feb 17, 2026	$133.02	−22.2%	$7,213 loss avoided
90 days afterApr 16, 2026	Apr 16, 2026	$142.76	−16.5%	$5,361 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+12.7%	$4,114 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 20, 2026Filed 34 days later

Spouse

Robinhood Markets, Inc. - Class A Common StockHOODStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Feb 3, 2026New

Disclosed 34 days after the trade. HOOD closed at $105.78 on Jan 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 21, 2026	Jan 21, 2026	$105.92	+0.13%	$11 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$71.78	−32.1%	$2,572 loss avoided
30 days afterFeb 19, 2026	Feb 19, 2026	$75.65	−28.5%	$2,279 loss avoided
90 days afterApr 20, 2026	Apr 20, 2026	$91.28	−13.7%	$1,097 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−7.16%	$573 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2026Filed 24 days later

Joint

Shopify Inc. - Class A Subordinate Voting SharesSHOPStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Feb 3, 2026New

Disclosed 24 days after the trade. SHOP closed at $131.23 on Jan 30, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 2, 2026	Feb 2, 2026	$132.20	+0.74%	$554 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$117.28	−10.6%	$7,973 loss avoided
30 days afterMar 2, 2026	Mar 2, 2026	$119.38	−9.03%	$6,773 loss avoided
90 days afterApr 30, 2026	Apr 30, 2026	$121.13	−7.70%	$5,772 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+32.2%	$24,147 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 13, 2026Filed 41 days later

Joint

T-Mobile US, Inc.TMUSStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Feb 3, 2026New

Disclosed 41 days after the trade. TMUS closed at $189.67 on Jan 13, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJan 14, 2026	Jan 14, 2026	$192.02	+1.24%	$929 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$219.95	+16.0%	$11,974 gain missed
30 days afterFeb 12, 2026	Feb 12, 2026	$214.68	+13.2%	$9,890 gain missed
90 days afterApr 13, 2026	Apr 13, 2026	$192.43	+1.46%	$1,091 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−16.8%	$12,622 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 22, 2026Filed 32 days later

Joint

ViaSat, Inc. - Common StockVSATStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Feb 3, 2026New

Disclosed 32 days after the trade. VSAT closed at $44.23 on Jan 22, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeJan 23, 2026	Jan 23, 2026	$43.28	−2.15%	−$1,611 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$45.23	+2.26%	+$1,696 gain
30 days afterFeb 23, 2026	Feb 23, 2026	$45.23	+2.26%	+$1,696 gain
90 days afterApr 22, 2026	Apr 22, 2026	$63.08	+42.6%	+$31,964 gain
Latest closeOct 20, 2026	Oct 20, 2026	$60.17	+36.0%	+$27,030 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 13, 2026Filed 41 days later

Joint

Walmart Inc. - Common StockWMTStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Feb 3, 2026New

Disclosed 41 days after the trade. WMT closed at $120.36 on Jan 13, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeJan 14, 2026	Jan 14, 2026	$120.04	−0.27%	−$199 loss
Day of disclosureFeb 23, 2026	Feb 23, 2026	$125.81	+4.53%	+$3,396 gain
30 days afterFeb 12, 2026	Feb 12, 2026	$133.64	+11.0%	+$8,275 gain
90 days afterApr 13, 2026	Apr 13, 2026	$124.57	+3.50%	+$2,623 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	−2.09%	−$1,564 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 31 days after the trade. NFLX closed at $96.79 on Dec 8, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeDec 9, 2025	Dec 9, 2025	$96.71	−0.08%	$62 loss avoided
Day of disclosureJan 8, 2026	Jan 8, 2026	$90.53	−6.47%	$4,851 loss avoided
30 days afterJan 7, 2026	Jan 7, 2026	$90.73	−6.26%	$4,696 loss avoided
90 days afterMar 9, 2026	Mar 9, 2026	$98.32	+1.58%	$1,186 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−29.0%	$21,774 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 22, 2025Filed 17 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 17 days after the trade. PLTR closed at $193.98 on Dec 22, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 23, 2025	Dec 23, 2025	$194.13	+0.08%	+$25 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$176.86	−8.83%	−$2,868 loss
30 days afterJan 21, 2026	Jan 21, 2026	$165.33	−14.8%	−$4,800 loss
90 days afterMar 23, 2026	Mar 23, 2026	$160.84	−17.1%	−$5,553 loss
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	−0.71%	−$231 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 22, 2025Filed 17 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 17 days after the trade. HOOD closed at $122.37 on Dec 22, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 23, 2025	Dec 23, 2025	$120.24	−1.74%	$566 loss avoided
Day of disclosureJan 8, 2026	Jan 8, 2026	$115.39	−5.70%	$1,854 loss avoided
30 days afterJan 21, 2026	Jan 21, 2026	$105.92	−13.4%	$4,369 loss avoided
90 days afterMar 23, 2026	Mar 23, 2026	$72.49	−40.8%	$13,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−19.7%	$6,417 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 8, 2025Filed 31 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 31 days after the trade. SHOP closed at $158.41 on Dec 8, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 9, 2025	Dec 9, 2025	$159.89	+0.93%	+$701 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$168.28	+6.23%	+$4,673 gain
30 days afterJan 7, 2026	Jan 7, 2026	$166.74	+5.26%	+$3,944 gain
90 days afterMar 9, 2026	Mar 9, 2026	$133.50	−15.7%	−$11,794 loss
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+9.51%	+$7,135 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tenet Healthcare Corporation Common StockTHC

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 10, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 5, 2026New

Disclosed 29 days after the trade. THC closed at $197.47 on Dec 10, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 11, 2025	Dec 11, 2025	$197.71	+0.12%	+$40 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$203.35	+2.98%	+$968 gain
30 days afterJan 9, 2026	Jan 9, 2026	$201.20	+1.89%	+$614 gain
90 days afterMar 10, 2026	Mar 10, 2026	$237.42	+20.2%	+$6,575 gain
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+37.9%	+$12,319 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Dec 10, 2025Filed 29 days later

Joint

MercadoLibre, Inc. - Common StockMELIStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jan 5, 2026New

Disclosed 29 days after the trade. MELI closed at $1,970.73 on Dec 10, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 11, 2025	Dec 11, 2025	$2,019.81	+2.49%	$809 gain missed
Day of disclosureJan 8, 2026	Jan 8, 2026	$2,179.80	+10.6%	$3,448 gain missed
30 days afterJan 9, 2026	Jan 9, 2026	$2,178.41	+10.5%	$3,425 gain missed
90 days afterMar 10, 2026	Mar 10, 2026	$1,742.09	−11.6%	$3,771 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−4.63%	$1,505 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 8, 2025Filed 31 days later

Joint

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Jan 5, 2026New

Disclosed 31 days after the trade. NFLX closed at $96.79 on Dec 8, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeDec 9, 2025	Dec 9, 2025	$96.71	−0.08%	$62 loss avoided
Day of disclosureJan 8, 2026	Jan 8, 2026	$90.53	−6.47%	$4,851 loss avoided
30 days afterJan 7, 2026	Jan 7, 2026	$90.73	−6.26%	$4,696 loss avoided
90 days afterMar 9, 2026	Mar 9, 2026	$98.32	+1.58%	$1,186 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−29.0%	$21,774 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 22, 2025Filed 17 days later

Joint

Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Jan 5, 2026New

Disclosed 17 days after the trade. PLTR closed at $193.98 on Dec 22, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 23, 2025	Dec 23, 2025	$194.13	+0.08%	+$25 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$176.86	−8.83%	−$2,868 loss
30 days afterJan 21, 2026	Jan 21, 2026	$165.33	−14.8%	−$4,800 loss
90 days afterMar 23, 2026	Mar 23, 2026	$160.84	−17.1%	−$5,553 loss
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	−0.71%	−$231 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 22, 2025Filed 17 days later

Joint

Robinhood Markets, Inc. - Class A Common StockHOODStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jan 5, 2026New

Disclosed 17 days after the trade. HOOD closed at $122.37 on Dec 22, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 23, 2025	Dec 23, 2025	$120.24	−1.74%	$566 loss avoided
Day of disclosureJan 8, 2026	Jan 8, 2026	$115.39	−5.70%	$1,854 loss avoided
30 days afterJan 21, 2026	Jan 21, 2026	$105.92	−13.4%	$4,369 loss avoided
90 days afterMar 23, 2026	Mar 23, 2026	$72.49	−40.8%	$13,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−19.7%	$6,417 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 8, 2025Filed 31 days later

Joint

Shopify Inc. - Class A Subordinate Voting SharesSHOPStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$50,001 - $100,000

Notified Jan 5, 2026New

Disclosed 31 days after the trade. SHOP closed at $158.41 on Dec 8, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 9, 2025	Dec 9, 2025	$159.89	+0.93%	+$701 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$168.28	+6.23%	+$4,673 gain
30 days afterJan 7, 2026	Jan 7, 2026	$166.74	+5.26%	+$3,944 gain
90 days afterMar 9, 2026	Mar 9, 2026	$133.50	−15.7%	−$11,794 loss
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+9.51%	+$7,135 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 10, 2025Filed 29 days later

Joint

Tenet Healthcare Corporation Common StockTHCStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Jan 5, 2026New

Disclosed 29 days after the trade. THC closed at $197.47 on Dec 10, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 11, 2025	Dec 11, 2025	$197.71	+0.12%	+$40 gain
Day of disclosureJan 8, 2026	Jan 8, 2026	$203.35	+2.98%	+$968 gain
30 days afterJan 9, 2026	Jan 9, 2026	$201.20	+1.89%	+$614 gain
90 days afterMar 10, 2026	Mar 10, 2026	$237.42	+20.2%	+$6,575 gain
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+37.9%	+$12,319 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 24 days after the trade. META closed at $627.08 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 12, 2025	Nov 12, 2025	$609.01	−2.88%	$231 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$673.42	+7.39%	$591 gain missed
30 days afterDec 11, 2025	Dec 11, 2025	$652.71	+4.09%	$327 gain missed
90 days afterFeb 9, 2026	Feb 9, 2026	$677.22	+8.00%	$640 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+10.7%	$857 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Robinhood Markets, Inc. - Class A Common StockHOOD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Nov 6, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Dec 1, 2025New

Disclosed 29 days after the trade. HOOD closed at $127.08 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$130.36	+2.58%	+$839 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$131.95	+3.83%	+$1,246 gain
30 days afterDec 8, 2025	Dec 8, 2025	$136.43	+7.36%	+$2,391 gain
90 days afterFeb 4, 2026	Feb 4, 2026	$80.62	−36.6%	−$11,882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−22.7%	−$7,384 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

State Street Corporation Common StockSTT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Nov 11, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Dec 1, 2025New

Disclosed 24 days after the trade. STT closed at $119.43 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 12, 2025	Nov 12, 2025	$121.11	+1.41%	+$113 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$123.61	+3.50%	+$280 gain
30 days afterDec 11, 2025	Dec 11, 2025	$129.60	+8.52%	+$681 gain
90 days afterFeb 9, 2026	Feb 9, 2026	$134.28	+12.4%	+$995 gain
Latest closeOct 20, 2026	Oct 20, 2026	$166.58	+39.5%	+$3,159 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

T-Mobile US, Inc.TMUS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Nov 11, 2025Filed 24 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Dec 1, 2025New

Disclosed 24 days after the trade. TMUS closed at $211.98 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 12, 2025	Nov 12, 2025	$212.68	+0.33%	$26 gain missed
Day of disclosureDec 5, 2025	Dec 5, 2025	$209.63	−1.11%	$89 loss avoided
30 days afterDec 11, 2025	Dec 11, 2025	$195.33	−7.85%	$628 loss avoided
90 days afterFeb 9, 2026	Feb 9, 2026	$197.66	−6.76%	$540 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−25.6%	$2,047 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 6, 2025Filed 29 days later

Joint

Doximity, Inc. Class A Common StockDOCSStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 29 days after the trade. DOCS closed at $62.58 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 7, 2025	Nov 7, 2025	$54.29	−13.2%	$4,305 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$45.93	−26.6%	$8,647 loss avoided
30 days afterDec 8, 2025	Dec 8, 2025	$45.68	−27.0%	$8,777 loss avoided
90 days afterFeb 4, 2026	Feb 4, 2026	$35.25	−43.7%	$14,194 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−46.7%	$15,181 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 11, 2025Filed 24 days later

Spouse

Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Dec 1, 2025New

Disclosed 24 days after the trade. META closed at $627.08 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 12, 2025	Nov 12, 2025	$609.01	−2.88%	$231 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$673.42	+7.39%	$591 gain missed
30 days afterDec 11, 2025	Dec 11, 2025	$652.71	+4.09%	$327 gain missed
90 days afterFeb 9, 2026	Feb 9, 2026	$677.22	+8.00%	$640 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+10.7%	$857 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 6, 2025Filed 29 days later

Joint

Robinhood Markets, Inc. - Class A Common StockHOODStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 29 days after the trade. HOOD closed at $127.08 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$130.36	+2.58%	+$839 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$131.95	+3.83%	+$1,246 gain
30 days afterDec 8, 2025	Dec 8, 2025	$136.43	+7.36%	+$2,391 gain
90 days afterFeb 4, 2026	Feb 4, 2026	$80.62	−36.6%	−$11,882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−22.7%	−$7,384 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 11, 2025Filed 24 days later

Spouse

State Street Corporation Common StockSTTStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Dec 1, 2025New

Disclosed 24 days after the trade. STT closed at $119.43 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 12, 2025	Nov 12, 2025	$121.11	+1.41%	+$113 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$123.61	+3.50%	+$280 gain
30 days afterDec 11, 2025	Dec 11, 2025	$129.60	+8.52%	+$681 gain
90 days afterFeb 9, 2026	Feb 9, 2026	$134.28	+12.4%	+$995 gain
Latest closeOct 20, 2026	Oct 20, 2026	$166.58	+39.5%	+$3,159 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 11, 2025Filed 24 days later

Spouse

T-Mobile US, Inc.TMUSStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Dec 1, 2025New

Disclosed 24 days after the trade. TMUS closed at $211.98 on Nov 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 12, 2025	Nov 12, 2025	$212.68	+0.33%	$26 gain missed
Day of disclosureDec 5, 2025	Dec 5, 2025	$209.63	−1.11%	$89 loss avoided
30 days afterDec 11, 2025	Dec 11, 2025	$195.33	−7.85%	$628 loss avoided
90 days afterFeb 9, 2026	Feb 9, 2026	$197.66	−6.76%	$540 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−25.6%	$2,047 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.