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.

Jonathan L. Jackson · ChamberLens.org

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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 Nov 10, 2025 · House Clerk

View original filing

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Oct 8, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. MCK closed at $755.75 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$757.96	+0.29%	$23 gain missed
Day of disclosureNov 10, 2025	Nov 10, 2025	$859.37	+13.7%	$1,097 gain missed
30 days afterNov 7, 2025	Nov 7, 2025	$851.99	+12.7%	$1,019 gain missed
90 days afterJan 6, 2026	Jan 6, 2026	$826.51	+9.36%	$749 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+36.3%	$2,905 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: Oct 8, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. HOOD closed at $150.87 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$152.46	+1.05%	+$343 gain
Day of disclosureNov 10, 2025	Nov 10, 2025	$135.88	−9.94%	−$3,229 loss
30 days afterNov 7, 2025	Nov 7, 2025	$130.36	−13.6%	−$4,418 loss
90 days afterJan 6, 2026	Jan 6, 2026	$121.70	−19.3%	−$6,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−34.9%	−$11,344 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.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Oct 8, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. SHOP closed at $166.43 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$163.87	−1.54%	−$123 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−4.54%	−$363 loss
30 days afterNov 7, 2025	Nov 7, 2025	$152.41	−8.42%	−$674 loss
90 days afterJan 6, 2026	Jan 6, 2026	$168.45	+1.21%	+$97 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+4.24%	+$339 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.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Oct 6, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Nov 4, 2025New

Disclosed 35 days after the trade. SHOP closed at $164.50 on Oct 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 tradeOct 7, 2025	Oct 7, 2025	$161.28	−1.96%	−$636 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−3.42%	−$1,110 loss
30 days afterNov 5, 2025	Nov 5, 2025	$162.92	−0.96%	−$312 loss
90 days afterJan 5, 2026	Jan 5, 2026	$166.21	+1.04%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+5.46%	+$1,774 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

Oct 8, 2025Filed 33 days later

Member

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

Sale

$1,001 - $15,000

Notified Nov 4, 2025New

Disclosed 33 days after the trade. MCK closed at $755.75 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$757.96	+0.29%	$23 gain missed
Day of disclosureNov 10, 2025	Nov 10, 2025	$859.37	+13.7%	$1,097 gain missed
30 days afterNov 7, 2025	Nov 7, 2025	$851.99	+12.7%	$1,019 gain missed
90 days afterJan 6, 2026	Jan 6, 2026	$826.51	+9.36%	$749 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+36.3%	$2,905 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.

Oct 8, 2025Filed 33 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 Nov 4, 2025New

Disclosed 33 days after the trade. HOOD closed at $150.87 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$152.46	+1.05%	+$343 gain
Day of disclosureNov 10, 2025	Nov 10, 2025	$135.88	−9.94%	−$3,229 loss
30 days afterNov 7, 2025	Nov 7, 2025	$130.36	−13.6%	−$4,418 loss
90 days afterJan 6, 2026	Jan 6, 2026	$121.70	−19.3%	−$6,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−34.9%	−$11,344 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.

Oct 8, 2025Filed 33 days later

Member

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Disclosed 33 days after the trade. SHOP closed at $166.43 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$163.87	−1.54%	−$123 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−4.54%	−$363 loss
30 days afterNov 7, 2025	Nov 7, 2025	$152.41	−8.42%	−$674 loss
90 days afterJan 6, 2026	Jan 6, 2026	$168.45	+1.21%	+$97 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+4.24%	+$339 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.

Periodic Transaction Report · filed Oct 15, 2025 · House Clerk

View original filing

Arm Holdings plc - American Depositary SharesARM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Sep 2, 2025Filed 43 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 6, 2025New

Disclosed 43 days after the trade. ARM closed at $132.34 on Sep 2, 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 tradeSep 3, 2025	Sep 3, 2025	$131.42	−0.70%	$56 loss avoided
Day of disclosureOct 15, 2025	Oct 15, 2025	$170.67	+29.0%	$2,317 gain missed
30 days afterOct 2, 2025	Oct 2, 2025	$152.15	+15.0%	$1,197 gain missed
90 days afterDec 1, 2025	Dec 1, 2025	$135.01	+2.02%	$161 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$221.06	+67.0%	$5,364 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.

Lam Research Corporation - Common StockLRCX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Sep 3, 2025Filed 42 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Sep 23, 2025 · House Clerk

View original filing

Doximity, Inc. Class A Common StockDOCS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Aug 25, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Sep 3, 2025New

Disclosed 29 days after the trade. DOCS closed at $66.40 on Aug 25, 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 tradeAug 26, 2025	Aug 26, 2025	$67.08	+1.02%	+$333 gain
Day of disclosureSep 23, 2025	Sep 23, 2025	$73.90	+11.3%	+$3,671 gain
30 days afterSep 24, 2025	Sep 24, 2025	$74.27	+11.9%	+$3,852 gain
90 days afterNov 24, 2025	Nov 24, 2025	$49.95	−24.8%	−$8,052 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−49.8%	−$16,177 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Aug 13, 2025Filed 41 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Aug 25, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. AMZN closed at $205.02 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$203.80	−0.60%	−$48 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+11.2%	+$894 gain
30 days afterApr 2, 2025	Apr 2, 2025	$196.01	−4.39%	−$352 loss
90 days afterJun 2, 2025	Jun 2, 2025	$206.65	+0.80%	+$64 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+28.1%	+$2,248 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
Mar 24, 2025Filed 154 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jul 14, 2025 · House Clerk

View original filing

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jun 3, 2025Filed 41 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jul 2, 2025New

Disclosed 41 days after the trade. LLY closed at $750.78 on Jun 3, 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 tradeJun 4, 2025	Jun 4, 2025	$765.84	+2.01%	$652 gain missed
Day of disclosureJul 14, 2025	Jul 14, 2025	$799.34	+6.47%	$2,102 gain missed
30 days afterJul 3, 2025	Jul 3, 2025	$780.67	+3.98%	$1,294 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$735.19	−2.08%	$675 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+71.0%	$23,068 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Jun 3, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: May 14, 2025Filed 30 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 3, 2025New

Disclosed 30 days after the trade. CHD closed at $92.87 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$94.56	+1.83%	$593 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
30 days afterJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$92.25	−0.66%	$215 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+14.1%	$4,583 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
May 14, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner

Periodic Transaction Report · filed May 13, 2025 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 21, 2025Filed 22 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 22 days after the trade. GOOGL closed at $147.67 on Apr 21, 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 tradeApr 22, 2025	Apr 22, 2025	$151.47	+2.57%	$836 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$159.53	+8.03%	$2,610 gain missed
30 days afterMay 21, 2025	May 21, 2025	$168.56	+14.1%	$4,598 gain missed
90 days afterJul 21, 2025	Jul 21, 2025	$190.10	+28.7%	$9,339 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+130.4%	$42,391 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Apr 16, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Apr 8, 2025 · House Clerk

View original filing

ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041
Government Securities and Agency Debt [GS]
Held in: Morgan Stanley Trust Account
Transaction date
Mar 28, 2025Filed 11 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 3, 2025New
No ticker reported

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Mar 4, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2025New

Disclosed 35 days after the trade. MCK closed at $643.69 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$639.62	−0.63%	−$51 loss
Day of disclosureApr 8, 2025	Apr 8, 2025	$652.83	+1.42%	+$114 gain
30 days afterApr 3, 2025	Apr 3, 2025	$716.93	+11.4%	+$910 gain
90 days afterJun 2, 2025	Jun 2, 2025	$721.75	+12.1%	+$970 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+60.0%	+$4,803 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.

Periodic Transaction Report · filed Jan 16, 2025 · House Clerk

View original filing

General Dynamics Corporation Common StockGD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 16, 2024Filed 31 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 9, 2025New

Disclosed 31 days after the trade. GD closed at $266.07 on Dec 16, 2024; 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 17, 2024	Dec 17, 2024	$265.22	−0.32%	$104 loss avoided
Day of disclosureJan 16, 2025	Jan 16, 2025	$268.83	+1.04%	$337 gain missed
30 days afterJan 15, 2025	Jan 15, 2025	$266.09	+0.01%	$2 gain missed
90 days afterMar 17, 2025	Mar 17, 2025	$265.18	−0.33%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+29.5%	$9,573 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.

Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Dec 9, 2024Filed 38 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint

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 Nov 10, 2025 · House Clerk

View original filing

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Oct 8, 2025Filed 33 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. MCK closed at $755.75 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$757.96	+0.29%	$23 gain missed
Day of disclosureNov 10, 2025	Nov 10, 2025	$859.37	+13.7%	$1,097 gain missed
30 days afterNov 7, 2025	Nov 7, 2025	$851.99	+12.7%	$1,019 gain missed
90 days afterJan 6, 2026	Jan 6, 2026	$826.51	+9.36%	$749 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+36.3%	$2,905 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: Oct 8, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. HOOD closed at $150.87 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$152.46	+1.05%	+$343 gain
Day of disclosureNov 10, 2025	Nov 10, 2025	$135.88	−9.94%	−$3,229 loss
30 days afterNov 7, 2025	Nov 7, 2025	$130.36	−13.6%	−$4,418 loss
90 days afterJan 6, 2026	Jan 6, 2026	$121.70	−19.3%	−$6,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−34.9%	−$11,344 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.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Oct 8, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Nov 4, 2025New

Disclosed 33 days after the trade. SHOP closed at $166.43 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$163.87	−1.54%	−$123 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−4.54%	−$363 loss
30 days afterNov 7, 2025	Nov 7, 2025	$152.41	−8.42%	−$674 loss
90 days afterJan 6, 2026	Jan 6, 2026	$168.45	+1.21%	+$97 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+4.24%	+$339 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.

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Oct 6, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Nov 4, 2025New

Disclosed 35 days after the trade. SHOP closed at $164.50 on Oct 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 tradeOct 7, 2025	Oct 7, 2025	$161.28	−1.96%	−$636 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−3.42%	−$1,110 loss
30 days afterNov 5, 2025	Nov 5, 2025	$162.92	−0.96%	−$312 loss
90 days afterJan 5, 2026	Jan 5, 2026	$166.21	+1.04%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+5.46%	+$1,774 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

Oct 8, 2025Filed 33 days later

Member

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

Sale

$1,001 - $15,000

Notified Nov 4, 2025New

Disclosed 33 days after the trade. MCK closed at $755.75 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$757.96	+0.29%	$23 gain missed
Day of disclosureNov 10, 2025	Nov 10, 2025	$859.37	+13.7%	$1,097 gain missed
30 days afterNov 7, 2025	Nov 7, 2025	$851.99	+12.7%	$1,019 gain missed
90 days afterJan 6, 2026	Jan 6, 2026	$826.51	+9.36%	$749 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+36.3%	$2,905 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.

Oct 8, 2025Filed 33 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 Nov 4, 2025New

Disclosed 33 days after the trade. HOOD closed at $150.87 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$152.46	+1.05%	+$343 gain
Day of disclosureNov 10, 2025	Nov 10, 2025	$135.88	−9.94%	−$3,229 loss
30 days afterNov 7, 2025	Nov 7, 2025	$130.36	−13.6%	−$4,418 loss
90 days afterJan 6, 2026	Jan 6, 2026	$121.70	−19.3%	−$6,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−34.9%	−$11,344 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.

Oct 8, 2025Filed 33 days later

Member

Shopify Inc. - Class A Subordinate Voting SharesSHOP

Disclosed 33 days after the trade. SHOP closed at $166.43 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$163.87	−1.54%	−$123 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−4.54%	−$363 loss
30 days afterNov 7, 2025	Nov 7, 2025	$152.41	−8.42%	−$674 loss
90 days afterJan 6, 2026	Jan 6, 2026	$168.45	+1.21%	+$97 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+4.24%	+$339 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.

Periodic Transaction Report · filed Oct 15, 2025 · House Clerk

View original filing

Arm Holdings plc - American Depositary SharesARM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Sep 2, 2025Filed 43 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 6, 2025New

Disclosed 43 days after the trade. ARM closed at $132.34 on Sep 2, 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 tradeSep 3, 2025	Sep 3, 2025	$131.42	−0.70%	$56 loss avoided
Day of disclosureOct 15, 2025	Oct 15, 2025	$170.67	+29.0%	$2,317 gain missed
30 days afterOct 2, 2025	Oct 2, 2025	$152.15	+15.0%	$1,197 gain missed
90 days afterDec 1, 2025	Dec 1, 2025	$135.01	+2.02%	$161 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$221.06	+67.0%	$5,364 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.

Lam Research Corporation - Common StockLRCX
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Sep 3, 2025Filed 42 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Sep 23, 2025 · House Clerk

View original filing

Doximity, Inc. Class A Common StockDOCS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Aug 25, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Sep 3, 2025New

Disclosed 29 days after the trade. DOCS closed at $66.40 on Aug 25, 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 tradeAug 26, 2025	Aug 26, 2025	$67.08	+1.02%	+$333 gain
Day of disclosureSep 23, 2025	Sep 23, 2025	$73.90	+11.3%	+$3,671 gain
30 days afterSep 24, 2025	Sep 24, 2025	$74.27	+11.9%	+$3,852 gain
90 days afterNov 24, 2025	Nov 24, 2025	$49.95	−24.8%	−$8,052 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−49.8%	−$16,177 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley - Rollover IRA
Transaction date
Aug 13, 2025Filed 41 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse

Periodic Transaction Report · filed Aug 25, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. AMZN closed at $205.02 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$203.80	−0.60%	−$48 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+11.2%	+$894 gain
30 days afterApr 2, 2025	Apr 2, 2025	$196.01	−4.39%	−$352 loss
90 days afterJun 2, 2025	Jun 2, 2025	$206.65	+0.80%	+$64 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+28.1%	+$2,248 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
Mar 24, 2025Filed 154 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Periodic Transaction Report · filed Jul 14, 2025 · House Clerk

View original filing

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Jun 3, 2025Filed 41 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jul 2, 2025New

Disclosed 41 days after the trade. LLY closed at $750.78 on Jun 3, 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 tradeJun 4, 2025	Jun 4, 2025	$765.84	+2.01%	$652 gain missed
Day of disclosureJul 14, 2025	Jul 14, 2025	$799.34	+6.47%	$2,102 gain missed
30 days afterJul 3, 2025	Jul 3, 2025	$780.67	+3.98%	$1,294 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$735.19	−2.08%	$675 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+71.0%	$23,068 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Jun 3, 2025Filed 41 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: May 14, 2025Filed 30 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 3, 2025New

Disclosed 30 days after the trade. CHD closed at $92.87 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$94.56	+1.83%	$593 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
30 days afterJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$92.25	−0.66%	$215 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+14.1%	$4,583 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.

International Business Machines Corporation Common StockIBM
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
May 14, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner

Periodic Transaction Report · filed May 13, 2025 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 21, 2025Filed 22 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 22 days after the trade. GOOGL closed at $147.67 on Apr 21, 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 tradeApr 22, 2025	Apr 22, 2025	$151.47	+2.57%	$836 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$159.53	+8.03%	$2,610 gain missed
30 days afterMay 21, 2025	May 21, 2025	$168.56	+14.1%	$4,598 gain missed
90 days afterJul 21, 2025	Jul 21, 2025	$190.10	+28.7%	$9,339 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+130.4%	$42,391 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.

Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Apr 16, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Apr 8, 2025 · House Clerk

View original filing

ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041
Government Securities and Agency Debt [GS]
Held in: Morgan Stanley Trust Account
Transaction date
Mar 28, 2025Filed 11 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Apr 3, 2025New
No ticker reported

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Mar 4, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2025New

Disclosed 35 days after the trade. MCK closed at $643.69 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$639.62	−0.63%	−$51 loss
Day of disclosureApr 8, 2025	Apr 8, 2025	$652.83	+1.42%	+$114 gain
30 days afterApr 3, 2025	Apr 3, 2025	$716.93	+11.4%	+$910 gain
90 days afterJun 2, 2025	Jun 2, 2025	$721.75	+12.1%	+$970 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+60.0%	+$4,803 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.

Periodic Transaction Report · filed Jan 16, 2025 · House Clerk

View original filing

General Dynamics Corporation Common StockGD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 16, 2024Filed 31 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 9, 2025New

Disclosed 31 days after the trade. GD closed at $266.07 on Dec 16, 2024; 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 17, 2024	Dec 17, 2024	$265.22	−0.32%	$104 loss avoided
Day of disclosureJan 16, 2025	Jan 16, 2025	$268.83	+1.04%	$337 gain missed
30 days afterJan 15, 2025	Jan 15, 2025	$266.09	+0.01%	$2 gain missed
90 days afterMar 17, 2025	Mar 17, 2025	$265.18	−0.33%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+29.5%	$9,573 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.

Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Morgan Stanley Trust Account
Transaction date
Dec 9, 2024Filed 38 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Joint

Oct 6, 2025Filed 35 days later

Joint

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

Purchase

$15,001 - $50,000

Notified Nov 4, 2025New

Disclosed 35 days after the trade. SHOP closed at $164.50 on Oct 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 tradeOct 7, 2025	Oct 7, 2025	$161.28	−1.96%	−$636 loss
Day of disclosureNov 10, 2025	Nov 10, 2025	$158.88	−3.42%	−$1,110 loss
30 days afterNov 5, 2025	Nov 5, 2025	$162.92	−0.96%	−$312 loss
90 days afterJan 5, 2026	Jan 5, 2026	$166.21	+1.04%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+5.46%	+$1,774 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 42 days after the trade. LRCX closed at $97.74 on Sep 3, 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 tradeSep 4, 2025	Sep 4, 2025	$100.42	+2.74%	$219 gain missed
Day of disclosureOct 15, 2025	Oct 15, 2025	$144.78	+48.1%	$3,851 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$145.81	+49.2%	$3,935 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$158.19	+61.8%	$4,948 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+169.5%	$13,565 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: Sep 5, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 6, 2025New

Disclosed 40 days after the trade. HOOD closed at $101.25 on Sep 5, 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 tradeSep 8, 2025	Sep 8, 2025	$117.28	+15.8%	+$1,267 gain
Day of disclosureOct 15, 2025	Oct 15, 2025	$134.15	+32.5%	+$2,600 gain
30 days afterOct 6, 2025	Oct 6, 2025	$144.26	+42.5%	+$3,399 gain
90 days afterDec 4, 2025	Dec 4, 2025	$137.08	+35.4%	+$2,831 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−3.00%	−$240 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 - Rollover IRA

Transaction date: Sep 3, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 6, 2025New

Disclosed 42 days after the trade. THC closed at $186.91 on Sep 3, 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 tradeSep 4, 2025	Sep 4, 2025	$192.52	+3.00%	+$240 gain
Day of disclosureOct 15, 2025	Oct 15, 2025	$199.23	+6.59%	+$527 gain
30 days afterOct 3, 2025	Oct 3, 2025	$203.00	+8.61%	+$689 gain
90 days afterDec 2, 2025	Dec 2, 2025	$214.84	+14.9%	+$1,196 gain
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+45.7%	+$3,656 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

Sep 2, 2025Filed 43 days later

Spouse

Arm Holdings plc - American Depositary SharesARMStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Oct 6, 2025New

Disclosed 43 days after the trade. ARM closed at $132.34 on Sep 2, 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 tradeSep 3, 2025	Sep 3, 2025	$131.42	−0.70%	$56 loss avoided
Day of disclosureOct 15, 2025	Oct 15, 2025	$170.67	+29.0%	$2,317 gain missed
30 days afterOct 2, 2025	Oct 2, 2025	$152.15	+15.0%	$1,197 gain missed
90 days afterDec 1, 2025	Dec 1, 2025	$135.01	+2.02%	$161 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$221.06	+67.0%	$5,364 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.

Sep 3, 2025Filed 42 days later

Spouse

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Oct 6, 2025New

Disclosed 42 days after the trade. LRCX closed at $97.74 on Sep 3, 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 tradeSep 4, 2025	Sep 4, 2025	$100.42	+2.74%	$219 gain missed
Day of disclosureOct 15, 2025	Oct 15, 2025	$144.78	+48.1%	$3,851 gain missed
30 days afterOct 3, 2025	Oct 3, 2025	$145.81	+49.2%	$3,935 gain missed
90 days afterDec 2, 2025	Dec 2, 2025	$158.19	+61.8%	$4,948 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+169.5%	$13,565 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.

Sep 5, 2025Filed 40 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Oct 6, 2025New

Disclosed 40 days after the trade. HOOD closed at $101.25 on Sep 5, 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 tradeSep 8, 2025	Sep 8, 2025	$117.28	+15.8%	+$1,267 gain
Day of disclosureOct 15, 2025	Oct 15, 2025	$134.15	+32.5%	+$2,600 gain
30 days afterOct 6, 2025	Oct 6, 2025	$144.26	+42.5%	+$3,399 gain
90 days afterDec 4, 2025	Dec 4, 2025	$137.08	+35.4%	+$2,831 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.21	−3.00%	−$240 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 3, 2025Filed 42 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Oct 6, 2025New

Disclosed 42 days after the trade. THC closed at $186.91 on Sep 3, 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 tradeSep 4, 2025	Sep 4, 2025	$192.52	+3.00%	+$240 gain
Day of disclosureOct 15, 2025	Oct 15, 2025	$199.23	+6.59%	+$527 gain
30 days afterOct 3, 2025	Oct 3, 2025	$203.00	+8.61%	+$689 gain
90 days afterDec 2, 2025	Dec 2, 2025	$214.84	+14.9%	+$1,196 gain
Latest closeOct 20, 2026	Oct 20, 2026	$272.32	+45.7%	+$3,656 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 41 days after the trade. IBM closed at $240.07 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$237.11	−1.23%	$99 loss avoided
Day of disclosureSep 23, 2025	Sep 23, 2025	$272.24	+13.4%	$1,072 gain missed
30 days afterSep 12, 2025	Sep 12, 2025	$253.44	+5.57%	$446 gain missed
90 days afterNov 11, 2025	Nov 11, 2025	$313.72	+30.7%	$2,455 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	+0.77%	$62 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Aug 13, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 3, 2025New

Disclosed 41 days after the trade. LRCX closed at $106.74 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$107.38	+0.60%	+$48 gain
Day of disclosureSep 23, 2025	Sep 23, 2025	$131.93	+23.6%	+$1,888 gain
30 days afterSep 12, 2025	Sep 12, 2025	$116.96	+9.57%	+$766 gain
90 days afterNov 11, 2025	Nov 11, 2025	$159.18	+49.1%	+$3,931 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+146.8%	+$11,747 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

Aug 25, 2025Filed 29 days later

Joint

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

Purchase

$15,001 - $50,000

Notified Sep 3, 2025New

Disclosed 29 days after the trade. DOCS closed at $66.40 on Aug 25, 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 tradeAug 26, 2025	Aug 26, 2025	$67.08	+1.02%	+$333 gain
Day of disclosureSep 23, 2025	Sep 23, 2025	$73.90	+11.3%	+$3,671 gain
30 days afterSep 24, 2025	Sep 24, 2025	$74.27	+11.9%	+$3,852 gain
90 days afterNov 24, 2025	Nov 24, 2025	$49.95	−24.8%	−$8,052 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.35	−49.8%	−$16,177 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.

Aug 13, 2025Filed 41 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Sep 3, 2025New

Disclosed 41 days after the trade. IBM closed at $240.07 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$237.11	−1.23%	$99 loss avoided
Day of disclosureSep 23, 2025	Sep 23, 2025	$272.24	+13.4%	$1,072 gain missed
30 days afterSep 12, 2025	Sep 12, 2025	$253.44	+5.57%	$446 gain missed
90 days afterNov 11, 2025	Nov 11, 2025	$313.72	+30.7%	$2,455 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	+0.77%	$62 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.

Aug 13, 2025Filed 41 days later

Spouse

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Sep 3, 2025New

Disclosed 41 days after the trade. LRCX closed at $106.74 on Aug 13, 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 tradeAug 14, 2025	Aug 14, 2025	$107.38	+0.60%	+$48 gain
Day of disclosureSep 23, 2025	Sep 23, 2025	$131.93	+23.6%	+$1,888 gain
30 days afterSep 12, 2025	Sep 12, 2025	$116.96	+9.57%	+$766 gain
90 days afterNov 11, 2025	Nov 11, 2025	$159.18	+49.1%	+$3,931 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+146.8%	+$11,747 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 154 days after the trade. AMZN closed at $203.26 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$205.71	+1.21%	+$96 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+12.1%	+$971 gain
30 days afterApr 23, 2025	Apr 23, 2025	$180.60	−11.1%	−$892 loss
90 days afterJun 23, 2025	Jun 23, 2025	$208.47	+2.56%	+$205 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+29.2%	+$2,337 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: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. AMZN closed at $180.60 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$186.54	+3.29%	+$263 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+26.2%	+$2,097 gain
30 days afterMay 23, 2025	May 23, 2025	$200.99	+11.3%	+$903 gain
90 days afterJul 22, 2025	Jul 22, 2025	$227.47	+26.0%	+$2,076 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+45.4%	+$3,634 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.

Arm Holdings plc - American Depositary SharesARM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jul 17, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 39 days after the trade. ARM closed at $157.18 on Jul 17, 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 tradeJul 18, 2025	Jul 18, 2025	$156.74	−0.28%	−$22 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$137.78	−12.3%	−$988 loss
30 days afterAug 18, 2025	Aug 18, 2025	$141.06	−10.3%	−$821 loss
90 days afterOct 15, 2025	Oct 15, 2025	$170.67	+8.58%	+$687 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.06	+40.6%	+$3,252 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.

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. CHD closed at $112.06 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$110.71	−1.20%	−$96 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−17.2%	−$1,379 loss
30 days afterApr 2, 2025	Apr 2, 2025	$108.32	−3.34%	−$267 loss
90 days afterJun 2, 2025	Jun 2, 2025	$99.04	−11.6%	−$930 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	−5.44%	−$436 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.

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. CHD closed at $106.90 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$104.73	−2.03%	−$162 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−13.2%	−$1,059 loss
30 days afterApr 23, 2025	Apr 23, 2025	$102.13	−4.46%	−$357 loss
90 days afterJun 23, 2025	Jun 23, 2025	$96.95	−9.31%	−$745 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	−0.88%	−$70 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.

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. CHD closed at $102.13 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$100.21	−1.88%	−$150 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−9.18%	−$735 loss
30 days afterMay 23, 2025	May 23, 2025	$95.94	−6.06%	−$485 loss
90 days afterJul 22, 2025	Jul 22, 2025	$98.11	−3.94%	−$315 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+3.75%	+$300 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.

Church & Dwight Company, Inc. Common StockCHD

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: May 5, 2025Filed 112 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 112 days after the trade. CHD closed at $92.78 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$92.07	−0.77%	$61 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−0.03%	$3 loss avoided
30 days afterJun 4, 2025	Jun 4, 2025	$99.63	+7.38%	$591 gain missed
90 days afterAug 4, 2025	Aug 4, 2025	$91.50	−1.38%	$110 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+14.2%	$1,137 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: May 21, 2025Filed 96 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 96 days after the trade. LLY closed at $724.95 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$715.20	−1.34%	$108 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$695.33	−4.09%	$327 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$762.73	+5.21%	$417 gain missed
90 days afterAug 19, 2025	Aug 19, 2025	$703.21	−3.00%	$240 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+77.1%	$6,166 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. LLY closed at $829.42 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$859.73	+3.65%	+$292 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$695.33	−16.2%	−$1,293 loss
30 days afterMay 23, 2025	May 23, 2025	$713.71	−14.0%	−$1,116 loss
90 days afterJul 22, 2025	Jul 22, 2025	$776.44	−6.39%	−$511 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+54.8%	+$4,382 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.

Fomento Economico Mexicano S.A.B. de C.V. Common StockFMX

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: May 21, 2025Filed 96 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 96 days after the trade. FMX closed at $107.43 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$105.86	−1.46%	−$117 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$88.11	−18.0%	−$1,439 loss
30 days afterJun 20, 2025	Jun 20, 2025	$100.44	−6.51%	−$521 loss
90 days afterAug 19, 2025	Aug 19, 2025	$84.54	−21.3%	−$1,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$129.11	+20.2%	+$1,615 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.

Fomento Economico Mexicano S.A.B. de C.V. Common StockFMX

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Jul 17, 2025Filed 39 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 39 days after the trade. FMX closed at $100.29 on Jul 17, 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 tradeJul 18, 2025	Jul 18, 2025	$99.37	−0.92%	$73 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$88.11	−12.1%	$972 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$85.31	−14.9%	$1,195 loss avoided
90 days afterOct 15, 2025	Oct 15, 2025	$93.01	−7.26%	$581 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$129.11	+28.7%	$2,299 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.

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 7, 2025Filed 140 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 140 days after the trade. GS closed at $465.51 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$462.22	−0.71%	$57 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+58.7%	$4,697 gain missed
30 days afterMay 7, 2025	May 7, 2025	$551.92	+18.6%	$1,485 gain missed
90 days afterJul 7, 2025	Jul 7, 2025	$710.93	+52.7%	$4,218 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+90.1%	$7,207 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.

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. GS closed at $605.26 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$581.14	−3.99%	−$319 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+22.1%	+$1,765 gain
30 days afterApr 2, 2025	Apr 2, 2025	$563.10	−6.97%	−$557 loss
90 days afterJun 2, 2025	Jun 2, 2025	$598.72	−1.08%	−$86 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+46.2%	+$3,695 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.

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. GS closed at $580.10 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$585.94	+1.01%	+$81 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+27.4%	+$2,189 gain
30 days afterApr 23, 2025	Apr 23, 2025	$529.31	−8.76%	−$701 loss
90 days afterJun 23, 2025	Jun 23, 2025	$646.88	+11.5%	+$921 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+52.5%	+$4,203 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 - Rollover IRA

Transaction date: May 21, 2025Filed 96 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 96 days after the trade. IBM closed at $260.87 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$258.37	−0.96%	−$77 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$239.43	−8.22%	−$658 loss
30 days afterJun 20, 2025	Jun 20, 2025	$280.97	+7.70%	+$616 gain
90 days afterAug 19, 2025	Aug 19, 2025	$241.28	−7.51%	−$601 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−7.26%	−$581 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.

KKR & Co. Inc. Common StockKKR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. KKR closed at $133.01 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$120.78	−9.19%	−$736 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+4.29%	+$343 gain
30 days afterApr 2, 2025	Apr 2, 2025	$120.90	−9.10%	−$728 loss
90 days afterJun 2, 2025	Jun 2, 2025	$121.87	−8.38%	−$670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−32.9%	−$2,635 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.

KKR & Co. Inc. Common StockKKR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. KKR closed at $121.97 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$122.18	+0.17%	+$14 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+13.7%	+$1,098 gain
30 days afterApr 23, 2025	Apr 23, 2025	$106.81	−12.4%	−$994 loss
90 days afterJun 23, 2025	Jun 23, 2025	$122.14	+0.14%	+$11 gain
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−26.9%	−$2,149 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.

KKR & Co. Inc. Common StockKKR

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 4, 2025Filed 143 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 143 days after the trade. KKR closed at $92.79 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$97.54	+5.12%	$410 gain missed
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+49.5%	$3,960 gain missed
30 days afterMay 5, 2025	May 5, 2025	$114.79	+23.7%	$1,897 gain missed
90 days afterJul 3, 2025	Jul 3, 2025	$138.60	+49.4%	$3,950 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−3.86%	$309 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.

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. MCK closed at $644.53 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$643.69	−0.13%	−$10 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	+5.33%	+$427 gain
30 days afterApr 2, 2025	Apr 2, 2025	$693.53	+7.60%	+$608 gain
90 days afterJun 2, 2025	Jun 2, 2025	$721.75	+12.0%	+$959 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+59.8%	+$4,787 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: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. MCK closed at $660.86 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$663.60	+0.41%	+$33 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	+2.73%	+$219 gain
30 days afterApr 23, 2025	Apr 23, 2025	$692.27	+4.75%	+$380 gain
90 days afterJun 23, 2025	Jun 23, 2025	$721.83	+9.23%	+$738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+55.9%	+$4,471 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: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. MCK closed at $692.27 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$688.43	−0.55%	−$44 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	−1.93%	−$154 loss
30 days afterMay 23, 2025	May 23, 2025	$716.09	+3.44%	+$275 gain
90 days afterJul 22, 2025	Jul 22, 2025	$709.47	+2.48%	+$199 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+48.8%	+$3,905 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. META closed at $655.05 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$640.00	−2.30%	−$184 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+15.0%	+$1,200 gain
30 days afterApr 2, 2025	Apr 2, 2025	$583.93	−10.9%	−$869 loss
90 days afterJun 2, 2025	Jun 2, 2025	$670.90	+2.42%	+$194 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.98%	+$479 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. META closed at $618.85 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$626.31	+1.21%	+$96 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+21.7%	+$1,738 gain
30 days afterApr 23, 2025	Apr 23, 2025	$520.27	−15.9%	−$1,275 loss
90 days afterJun 23, 2025	Jun 23, 2025	$698.53	+12.9%	+$1,030 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+12.2%	+$975 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. META closed at $520.27 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$533.15	+2.48%	+$198 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+44.8%	+$3,584 gain
30 days afterMay 23, 2025	May 23, 2025	$627.06	+20.5%	+$1,642 gain
90 days afterJul 22, 2025	Jul 22, 2025	$704.81	+35.5%	+$2,838 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+33.4%	+$2,676 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. PANW closed at $183.68 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$184.38	+0.38%	+$30 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$184.55	+0.47%	+$38 gain
30 days afterApr 2, 2025	Apr 2, 2025	$173.18	−5.72%	−$457 loss
90 days afterJun 2, 2025	Jun 2, 2025	$194.86	+6.09%	+$487 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+85.3%	+$6,821 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 17, 2025Filed 161 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 161 days after the trade. PANW closed at $185.00 on Mar 17, 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 tradeMar 18, 2025	Mar 18, 2025	$183.10	−1.03%	$82 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$184.55	−0.24%	$19 loss avoided
30 days afterApr 16, 2025	Apr 16, 2025	$169.76	−8.24%	$659 loss avoided
90 days afterJun 16, 2025	Jun 16, 2025	$198.11	+7.09%	$567 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+83.9%	$6,716 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 - Rollover IRA

Transaction date: Mar 3, 2025Filed 175 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 175 days after the trade. TMUS closed at $272.83 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$264.65	−3.00%	−$240 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−7.73%	−$618 loss
30 days afterApr 2, 2025	Apr 2, 2025	$264.56	−3.03%	−$243 loss
90 days afterJun 2, 2025	Jun 2, 2025	$243.06	−10.9%	−$873 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−42.2%	−$3,375 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.

T-Mobile US, Inc.TMUS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. TMUS closed at $258.96 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$258.75	−0.08%	−$6 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−2.79%	−$223 loss
30 days afterApr 23, 2025	Apr 23, 2025	$259.35	+0.15%	+$12 gain
90 days afterJun 23, 2025	Jun 23, 2025	$226.98	−12.3%	−$988 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−39.1%	−$3,127 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.

T-Mobile US, Inc.TMUS

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 23, 2025Filed 124 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. TMUS closed at $259.35 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$262.18	+1.09%	+$87 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−2.93%	−$235 loss
30 days afterMay 23, 2025	May 23, 2025	$242.88	−6.35%	−$508 loss
90 days afterJul 22, 2025	Jul 22, 2025	$233.25	−10.1%	−$805 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−39.2%	−$3,134 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.

Williams Companies, Inc.WMB

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 17, 2025Filed 161 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 161 days after the trade. WMB closed at $58.39 on Mar 17, 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 tradeMar 18, 2025	Mar 18, 2025	$58.40	+0.02%	+$1 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−2.67%	−$214 loss
30 days afterApr 16, 2025	Apr 16, 2025	$58.26	−0.22%	−$18 loss
90 days afterJun 16, 2025	Jun 16, 2025	$59.15	+1.30%	+$104 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+20.4%	+$1,636 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.

Williams Companies, Inc.WMB

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Mar 24, 2025Filed 154 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 154 days after the trade. WMB closed at $61.09 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$60.91	−0.29%	−$24 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−6.97%	−$558 loss
30 days afterApr 23, 2025	Apr 23, 2025	$58.48	−4.27%	−$342 loss
90 days afterJun 23, 2025	Jun 23, 2025	$60.48	−1.00%	−$80 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+15.1%	+$1,210 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.

Williams Companies, Inc.WMB

Stocks (including ADRs) [ST]

Held in: Morgan Stanley - Rollover IRA

Transaction date: Apr 23, 2025Filed 124 days later · past 45 days
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 3, 2025New

Disclosed 124 days after the trade. WMB closed at $58.48 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$59.61	+1.93%	$155 gain missed
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−2.82%	$226 loss avoided
30 days afterMay 23, 2025	May 23, 2025	$58.99	+0.87%	$70 gain missed
90 days afterJul 22, 2025	Jul 22, 2025	$57.36	−1.92%	$153 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+20.3%	$1,621 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 3, 2025Filed 175 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. AMZN closed at $205.02 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$203.80	−0.60%	−$48 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+11.2%	+$894 gain
30 days afterApr 2, 2025	Apr 2, 2025	$196.01	−4.39%	−$352 loss
90 days afterJun 2, 2025	Jun 2, 2025	$206.65	+0.80%	+$64 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+28.1%	+$2,248 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 24, 2025Filed 154 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. AMZN closed at $203.26 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$205.71	+1.21%	+$96 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+12.1%	+$971 gain
30 days afterApr 23, 2025	Apr 23, 2025	$180.60	−11.1%	−$892 loss
90 days afterJun 23, 2025	Jun 23, 2025	$208.47	+2.56%	+$205 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+29.2%	+$2,337 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.

Apr 23, 2025Filed 124 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. AMZN closed at $180.60 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$186.54	+3.29%	+$263 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$227.94	+26.2%	+$2,097 gain
30 days afterMay 23, 2025	May 23, 2025	$200.99	+11.3%	+$903 gain
90 days afterJul 22, 2025	Jul 22, 2025	$227.47	+26.0%	+$2,076 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+45.4%	+$3,634 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.

Jul 17, 2025Filed 39 days later

Spouse

Arm Holdings plc - American Depositary SharesARMStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 39 days after the trade. ARM closed at $157.18 on Jul 17, 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 tradeJul 18, 2025	Jul 18, 2025	$156.74	−0.28%	−$22 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$137.78	−12.3%	−$988 loss
30 days afterAug 18, 2025	Aug 18, 2025	$141.06	−10.3%	−$821 loss
90 days afterOct 15, 2025	Oct 15, 2025	$170.67	+8.58%	+$687 gain
Latest closeOct 20, 2026	Oct 20, 2026	$221.06	+40.6%	+$3,252 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 3, 2025Filed 175 days later · past 45 days

Spouse

Church & Dwight Company, Inc. Common StockCHDStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. CHD closed at $112.06 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$110.71	−1.20%	−$96 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−17.2%	−$1,379 loss
30 days afterApr 2, 2025	Apr 2, 2025	$108.32	−3.34%	−$267 loss
90 days afterJun 2, 2025	Jun 2, 2025	$99.04	−11.6%	−$930 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	−5.44%	−$436 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.

Mar 24, 2025Filed 154 days later · past 45 days

Spouse

Church & Dwight Company, Inc. Common StockCHDStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. CHD closed at $106.90 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$104.73	−2.03%	−$162 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−13.2%	−$1,059 loss
30 days afterApr 23, 2025	Apr 23, 2025	$102.13	−4.46%	−$357 loss
90 days afterJun 23, 2025	Jun 23, 2025	$96.95	−9.31%	−$745 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	−0.88%	−$70 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 23, 2025Filed 124 days later · past 45 days

Spouse

Church & Dwight Company, Inc. Common StockCHDStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. CHD closed at $102.13 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$100.21	−1.88%	−$150 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−9.18%	−$735 loss
30 days afterMay 23, 2025	May 23, 2025	$95.94	−6.06%	−$485 loss
90 days afterJul 22, 2025	Jul 22, 2025	$98.11	−3.94%	−$315 loss
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+3.75%	+$300 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.

May 5, 2025Filed 112 days later · past 45 days

Spouse

Church & Dwight Company, Inc. Common StockCHDStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 112 days after the trade. CHD closed at $92.78 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$92.07	−0.77%	$61 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$92.75	−0.03%	$3 loss avoided
30 days afterJun 4, 2025	Jun 4, 2025	$99.63	+7.38%	$591 gain missed
90 days afterAug 4, 2025	Aug 4, 2025	$91.50	−1.38%	$110 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+14.2%	$1,137 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.

May 21, 2025Filed 96 days later · past 45 days

Spouse

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 96 days after the trade. LLY closed at $724.95 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$715.20	−1.34%	$108 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$695.33	−4.09%	$327 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$762.73	+5.21%	$417 gain missed
90 days afterAug 19, 2025	Aug 19, 2025	$703.21	−3.00%	$240 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+77.1%	$6,166 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 23, 2025Filed 124 days later · past 45 days

Spouse

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. LLY closed at $829.42 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$859.73	+3.65%	+$292 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$695.33	−16.2%	−$1,293 loss
30 days afterMay 23, 2025	May 23, 2025	$713.71	−14.0%	−$1,116 loss
90 days afterJul 22, 2025	Jul 22, 2025	$776.44	−6.39%	−$511 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+54.8%	+$4,382 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.

May 21, 2025Filed 96 days later · past 45 days

Spouse

Fomento Economico Mexicano S.A.B. de C.V. Common StockFMXStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 96 days after the trade. FMX closed at $107.43 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$105.86	−1.46%	−$117 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$88.11	−18.0%	−$1,439 loss
30 days afterJun 20, 2025	Jun 20, 2025	$100.44	−6.51%	−$521 loss
90 days afterAug 19, 2025	Aug 19, 2025	$84.54	−21.3%	−$1,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$129.11	+20.2%	+$1,615 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.

Jul 17, 2025Filed 39 days later

Spouse

Fomento Economico Mexicano S.A.B. de C.V. Common StockFMXStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 39 days after the trade. FMX closed at $100.29 on Jul 17, 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 tradeJul 18, 2025	Jul 18, 2025	$99.37	−0.92%	$73 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$88.11	−12.1%	$972 loss avoided
30 days afterAug 18, 2025	Aug 18, 2025	$85.31	−14.9%	$1,195 loss avoided
90 days afterOct 15, 2025	Oct 15, 2025	$93.01	−7.26%	$581 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$129.11	+28.7%	$2,299 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 7, 2025Filed 140 days later · past 45 days

Spouse

Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 140 days after the trade. GS closed at $465.51 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$462.22	−0.71%	$57 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+58.7%	$4,697 gain missed
30 days afterMay 7, 2025	May 7, 2025	$551.92	+18.6%	$1,485 gain missed
90 days afterJul 7, 2025	Jul 7, 2025	$710.93	+52.7%	$4,218 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+90.1%	$7,207 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 3, 2025Filed 175 days later · past 45 days

Spouse

Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. GS closed at $605.26 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$581.14	−3.99%	−$319 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+22.1%	+$1,765 gain
30 days afterApr 2, 2025	Apr 2, 2025	$563.10	−6.97%	−$557 loss
90 days afterJun 2, 2025	Jun 2, 2025	$598.72	−1.08%	−$86 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+46.2%	+$3,695 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 24, 2025Filed 154 days later · past 45 days

Spouse

Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. GS closed at $580.10 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$585.94	+1.01%	+$81 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$738.79	+27.4%	+$2,189 gain
30 days afterApr 23, 2025	Apr 23, 2025	$529.31	−8.76%	−$701 loss
90 days afterJun 23, 2025	Jun 23, 2025	$646.88	+11.5%	+$921 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+52.5%	+$4,203 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.

May 21, 2025Filed 96 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 96 days after the trade. IBM closed at $260.87 on May 21, 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 tradeMay 22, 2025	May 22, 2025	$258.37	−0.96%	−$77 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$239.43	−8.22%	−$658 loss
30 days afterJun 20, 2025	Jun 20, 2025	$280.97	+7.70%	+$616 gain
90 days afterAug 19, 2025	Aug 19, 2025	$241.28	−7.51%	−$601 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−7.26%	−$581 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.

Mar 3, 2025Filed 175 days later · past 45 days

Spouse

KKR & Co. Inc. Common StockKKRStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. KKR closed at $133.01 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$120.78	−9.19%	−$736 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+4.29%	+$343 gain
30 days afterApr 2, 2025	Apr 2, 2025	$120.90	−9.10%	−$728 loss
90 days afterJun 2, 2025	Jun 2, 2025	$121.87	−8.38%	−$670 loss
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−32.9%	−$2,635 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.

Mar 24, 2025Filed 154 days later · past 45 days

Spouse

KKR & Co. Inc. Common StockKKRStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. KKR closed at $121.97 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$122.18	+0.17%	+$14 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+13.7%	+$1,098 gain
30 days afterApr 23, 2025	Apr 23, 2025	$106.81	−12.4%	−$994 loss
90 days afterJun 23, 2025	Jun 23, 2025	$122.14	+0.14%	+$11 gain
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−26.9%	−$2,149 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 4, 2025Filed 143 days later · past 45 days

Spouse

KKR & Co. Inc. Common StockKKRStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 143 days after the trade. KKR closed at $92.79 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$97.54	+5.12%	$410 gain missed
Day of disclosureAug 25, 2025	Aug 25, 2025	$138.71	+49.5%	$3,960 gain missed
30 days afterMay 5, 2025	May 5, 2025	$114.79	+23.7%	$1,897 gain missed
90 days afterJul 3, 2025	Jul 3, 2025	$138.60	+49.4%	$3,950 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$89.21	−3.86%	$309 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.

Mar 3, 2025Filed 175 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. MCK closed at $644.53 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$643.69	−0.13%	−$10 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	+5.33%	+$427 gain
30 days afterApr 2, 2025	Apr 2, 2025	$693.53	+7.60%	+$608 gain
90 days afterJun 2, 2025	Jun 2, 2025	$721.75	+12.0%	+$959 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+59.8%	+$4,787 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 24, 2025Filed 154 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. MCK closed at $660.86 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$663.60	+0.41%	+$33 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	+2.73%	+$219 gain
30 days afterApr 23, 2025	Apr 23, 2025	$692.27	+4.75%	+$380 gain
90 days afterJun 23, 2025	Jun 23, 2025	$721.83	+9.23%	+$738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+55.9%	+$4,471 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.

Apr 23, 2025Filed 124 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. MCK closed at $692.27 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$688.43	−0.55%	−$44 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$678.91	−1.93%	−$154 loss
30 days afterMay 23, 2025	May 23, 2025	$716.09	+3.44%	+$275 gain
90 days afterJul 22, 2025	Jul 22, 2025	$709.47	+2.48%	+$199 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+48.8%	+$3,905 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 3, 2025Filed 175 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. META closed at $655.05 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$640.00	−2.30%	−$184 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+15.0%	+$1,200 gain
30 days afterApr 2, 2025	Apr 2, 2025	$583.93	−10.9%	−$869 loss
90 days afterJun 2, 2025	Jun 2, 2025	$670.90	+2.42%	+$194 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.98%	+$479 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 24, 2025Filed 154 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. META closed at $618.85 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$626.31	+1.21%	+$96 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+21.7%	+$1,738 gain
30 days afterApr 23, 2025	Apr 23, 2025	$520.27	−15.9%	−$1,275 loss
90 days afterJun 23, 2025	Jun 23, 2025	$698.53	+12.9%	+$1,030 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+12.2%	+$975 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.

Apr 23, 2025Filed 124 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. META closed at $520.27 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$533.15	+2.48%	+$198 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$753.30	+44.8%	+$3,584 gain
30 days afterMay 23, 2025	May 23, 2025	$627.06	+20.5%	+$1,642 gain
90 days afterJul 22, 2025	Jul 22, 2025	$704.81	+35.5%	+$2,838 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+33.4%	+$2,676 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 3, 2025Filed 175 days later · past 45 days

Spouse

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. PANW closed at $183.68 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$184.38	+0.38%	+$30 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$184.55	+0.47%	+$38 gain
30 days afterApr 2, 2025	Apr 2, 2025	$173.18	−5.72%	−$457 loss
90 days afterJun 2, 2025	Jun 2, 2025	$194.86	+6.09%	+$487 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+85.3%	+$6,821 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 17, 2025Filed 161 days later · past 45 days

Spouse

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 161 days after the trade. PANW closed at $185.00 on Mar 17, 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 tradeMar 18, 2025	Mar 18, 2025	$183.10	−1.03%	$82 loss avoided
Day of disclosureAug 25, 2025	Aug 25, 2025	$184.55	−0.24%	$19 loss avoided
30 days afterApr 16, 2025	Apr 16, 2025	$169.76	−8.24%	$659 loss avoided
90 days afterJun 16, 2025	Jun 16, 2025	$198.11	+7.09%	$567 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+83.9%	$6,716 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 3, 2025Filed 175 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 175 days after the trade. TMUS closed at $272.83 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$264.65	−3.00%	−$240 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−7.73%	−$618 loss
30 days afterApr 2, 2025	Apr 2, 2025	$264.56	−3.03%	−$243 loss
90 days afterJun 2, 2025	Jun 2, 2025	$243.06	−10.9%	−$873 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−42.2%	−$3,375 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.

Mar 24, 2025Filed 154 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. TMUS closed at $258.96 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$258.75	−0.08%	−$6 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−2.79%	−$223 loss
30 days afterApr 23, 2025	Apr 23, 2025	$259.35	+0.15%	+$12 gain
90 days afterJun 23, 2025	Jun 23, 2025	$226.98	−12.3%	−$988 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−39.1%	−$3,127 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 23, 2025Filed 124 days later · past 45 days

Spouse

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

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. TMUS closed at $259.35 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$262.18	+1.09%	+$87 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$251.74	−2.93%	−$235 loss
30 days afterMay 23, 2025	May 23, 2025	$242.88	−6.35%	−$508 loss
90 days afterJul 22, 2025	Jul 22, 2025	$233.25	−10.1%	−$805 loss
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−39.2%	−$3,134 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.

Mar 17, 2025Filed 161 days later · past 45 days

Spouse

Williams Companies, Inc.WMBStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 161 days after the trade. WMB closed at $58.39 on Mar 17, 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 tradeMar 18, 2025	Mar 18, 2025	$58.40	+0.02%	+$1 gain
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−2.67%	−$214 loss
30 days afterApr 16, 2025	Apr 16, 2025	$58.26	−0.22%	−$18 loss
90 days afterJun 16, 2025	Jun 16, 2025	$59.15	+1.30%	+$104 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+20.4%	+$1,636 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 24, 2025Filed 154 days later · past 45 days

Spouse

Williams Companies, Inc.WMBStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Purchase

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 154 days after the trade. WMB closed at $61.09 on Mar 24, 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 tradeMar 25, 2025	Mar 25, 2025	$60.91	−0.29%	−$24 loss
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−6.97%	−$558 loss
30 days afterApr 23, 2025	Apr 23, 2025	$58.48	−4.27%	−$342 loss
90 days afterJun 23, 2025	Jun 23, 2025	$60.48	−1.00%	−$80 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+15.1%	+$1,210 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.

Apr 23, 2025Filed 124 days later · past 45 days

Spouse

Williams Companies, Inc.WMBStocks (including ADRs) [ST]Held in: Morgan Stanley - Rollover IRA

Partial sale

$1,001 - $15,000

Notified Aug 3, 2025New

Disclosed 124 days after the trade. WMB closed at $58.48 on Apr 23, 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 tradeApr 24, 2025	Apr 24, 2025	$59.61	+1.93%	$155 gain missed
Day of disclosureAug 25, 2025	Aug 25, 2025	$56.83	−2.82%	$226 loss avoided
30 days afterMay 23, 2025	May 23, 2025	$58.99	+0.87%	$70 gain missed
90 days afterJul 22, 2025	Jul 22, 2025	$57.36	−1.92%	$153 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.33	+20.3%	$1,621 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 41 days after the trade. IBM closed at $265.20 on Jun 3, 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 tradeJun 4, 2025	Jun 4, 2025	$265.52	+0.12%	+$39 gain
Day of disclosureJul 14, 2025	Jul 14, 2025	$283.79	+7.01%	+$2,278 gain
30 days afterJul 3, 2025	Jul 3, 2025	$291.97	+10.1%	+$3,281 gain
90 days afterSep 2, 2025	Sep 2, 2025	$241.50	−8.94%	−$2,905 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−8.78%	−$2,853 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 3, 2025Filed 41 days later

Joint

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jul 2, 2025New

Disclosed 41 days after the trade. LLY closed at $750.78 on Jun 3, 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 tradeJun 4, 2025	Jun 4, 2025	$765.84	+2.01%	$652 gain missed
Day of disclosureJul 14, 2025	Jul 14, 2025	$799.34	+6.47%	$2,102 gain missed
30 days afterJul 3, 2025	Jul 3, 2025	$780.67	+3.98%	$1,294 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$735.19	−2.08%	$675 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+71.0%	$23,068 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 3, 2025Filed 41 days later

Joint

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

Purchase

$15,001 - $50,000

Notified Jul 2, 2025New

Disclosed 41 days after the trade. IBM closed at $265.20 on Jun 3, 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 tradeJun 4, 2025	Jun 4, 2025	$265.52	+0.12%	+$39 gain
Day of disclosureJul 14, 2025	Jul 14, 2025	$283.79	+7.01%	+$2,278 gain
30 days afterJul 3, 2025	Jul 3, 2025	$291.97	+10.1%	+$3,281 gain
90 days afterSep 2, 2025	Sep 2, 2025	$241.50	−8.94%	−$2,905 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−8.78%	−$2,853 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 30 days after the trade. IBM closed at $257.82 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$266.68	+3.44%	+$2,577 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$277.22	+7.52%	+$5,644 gain
30 days afterJun 13, 2025	Jun 13, 2025	$277.22	+7.52%	+$5,644 gain
90 days afterAug 12, 2025	Aug 12, 2025	$234.77	−8.94%	−$6,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.17%	−$4,625 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: May 7, 2025Filed 37 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified Jun 3, 2025New

Disclosed 37 days after the trade. LIN closed at $449.66 on May 7, 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 tradeMay 8, 2025	May 8, 2025	$453.23	+0.79%	$595 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$465.98	+3.63%	$2,722 gain missed
30 days afterJun 6, 2025	Jun 6, 2025	$472.71	+5.13%	$3,845 gain missed
90 days afterAug 5, 2025	Aug 5, 2025	$469.84	+4.49%	$3,366 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+11.6%	$8,712 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 14, 2025Filed 30 days later

Joint

Church & Dwight Company, Inc. Common StockCHDStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jun 3, 2025New

Disclosed 30 days after the trade. CHD closed at $92.87 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$94.56	+1.83%	$593 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
30 days afterJun 13, 2025	Jun 13, 2025	$97.09	+4.55%	$1,479 gain missed
90 days afterAug 12, 2025	Aug 12, 2025	$92.25	−0.66%	$215 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$105.96	+14.1%	$4,583 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.

May 14, 2025Filed 30 days later

Joint

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

Purchase

$50,001 - $100,000

Notified Jun 3, 2025New

Disclosed 30 days after the trade. IBM closed at $257.82 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$266.68	+3.44%	+$2,577 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$277.22	+7.52%	+$5,644 gain
30 days afterJun 13, 2025	Jun 13, 2025	$277.22	+7.52%	+$5,644 gain
90 days afterAug 12, 2025	Aug 12, 2025	$234.77	−8.94%	−$6,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−6.17%	−$4,625 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.

May 7, 2025Filed 37 days later

Joint

Linde plc - Ordinary SharesLINStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$50,001 - $100,000

Notified Jun 3, 2025New

Disclosed 37 days after the trade. LIN closed at $449.66 on May 7, 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 tradeMay 8, 2025	May 8, 2025	$453.23	+0.79%	$595 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$465.98	+3.63%	$2,722 gain missed
30 days afterJun 6, 2025	Jun 6, 2025	$472.71	+5.13%	$3,845 gain missed
90 days afterAug 5, 2025	Aug 5, 2025	$469.84	+4.49%	$3,366 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+11.6%	$8,712 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 27 days after the trade. AMZN closed at $174.33 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$172.61	−0.99%	$321 loss avoided
Day of disclosureMay 13, 2025	May 13, 2025	$211.37	+21.2%	$6,906 gain missed
30 days afterMay 16, 2025	May 16, 2025	$205.59	+17.9%	$5,828 gain missed
90 days afterJul 15, 2025	Jul 15, 2025	$226.35	+29.8%	$9,698 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+50.7%	$16,462 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.

Aramark Common StockARMK

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 10, 2025Filed 33 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 33 days after the trade. ARMK closed at $32.81 on Apr 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 tradeApr 11, 2025	Apr 11, 2025	$33.13	+0.98%	$317 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$39.32	+19.8%	$6,449 gain missed
30 days afterMay 12, 2025	May 12, 2025	$38.84	+18.4%	$5,973 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$42.98	+31.0%	$10,074 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$56.12	+71.0%	$23,090 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 21, 2025Filed 22 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 22 days after the trade. LLY closed at $818.02 on Apr 21, 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 tradeApr 22, 2025	Apr 22, 2025	$827.54	+1.16%	+$378 gain
Day of disclosureMay 13, 2025	May 13, 2025	$746.06	−8.80%	−$2,859 loss
30 days afterMay 21, 2025	May 21, 2025	$724.95	−11.4%	−$3,698 loss
90 days afterJul 21, 2025	Jul 21, 2025	$762.18	−6.83%	−$2,219 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+56.9%	+$18,500 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 16, 2025Filed 27 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 27 days after the trade. META closed at $502.31 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$501.48	−0.17%	$13 loss avoided
Day of disclosureMay 13, 2025	May 13, 2025	$656.03	+30.6%	$2,449 gain missed
30 days afterMay 16, 2025	May 16, 2025	$640.34	+27.5%	$2,199 gain missed
90 days afterJul 15, 2025	Jul 15, 2025	$710.39	+41.4%	$3,314 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+38.2%	$3,057 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 10, 2025Filed 33 days later
Type: Partial sale
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 33 days after the trade. MSFT closed at $381.35 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$388.45	+1.86%	$1,396 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$449.14	+17.8%	$13,332 gain missed
30 days afterMay 12, 2025	May 12, 2025	$449.26	+17.8%	$13,356 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$503.51	+32.0%	$24,025 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.5%	$29,603 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.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Apr 16, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint
Notified / status: Notified May 5, 2025New

Disclosed 27 days after the trade. NFLX closed at $96.16 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$97.30	+1.19%	+$889 gain
Day of disclosureMay 13, 2025	May 13, 2025	$11.38	−88.2%	−$66,122 loss
30 days afterMay 16, 2025	May 16, 2025	$11.92	−87.6%	−$65,708 loss
90 days afterJul 15, 2025	Jul 15, 2025	$12.60	−86.9%	−$65,172 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−28.6%	−$21,427 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

Apr 21, 2025Filed 22 days later

Joint

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

Sale

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 22 days after the trade. GOOGL closed at $147.67 on Apr 21, 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 tradeApr 22, 2025	Apr 22, 2025	$151.47	+2.57%	$836 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$159.53	+8.03%	$2,610 gain missed
30 days afterMay 21, 2025	May 21, 2025	$168.56	+14.1%	$4,598 gain missed
90 days afterJul 21, 2025	Jul 21, 2025	$190.10	+28.7%	$9,339 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+130.4%	$42,391 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 16, 2025Filed 27 days later

Joint

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

Sale

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 27 days after the trade. AMZN closed at $174.33 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$172.61	−0.99%	$321 loss avoided
Day of disclosureMay 13, 2025	May 13, 2025	$211.37	+21.2%	$6,906 gain missed
30 days afterMay 16, 2025	May 16, 2025	$205.59	+17.9%	$5,828 gain missed
90 days afterJul 15, 2025	Jul 15, 2025	$226.35	+29.8%	$9,698 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+50.7%	$16,462 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 10, 2025Filed 33 days later

Joint

Aramark Common StockARMKStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 33 days after the trade. ARMK closed at $32.81 on Apr 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 tradeApr 11, 2025	Apr 11, 2025	$33.13	+0.98%	$317 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$39.32	+19.8%	$6,449 gain missed
30 days afterMay 12, 2025	May 12, 2025	$38.84	+18.4%	$5,973 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$42.98	+31.0%	$10,074 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$56.12	+71.0%	$23,090 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 21, 2025Filed 22 days later

Joint

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 22 days after the trade. LLY closed at $818.02 on Apr 21, 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 tradeApr 22, 2025	Apr 22, 2025	$827.54	+1.16%	+$378 gain
Day of disclosureMay 13, 2025	May 13, 2025	$746.06	−8.80%	−$2,859 loss
30 days afterMay 21, 2025	May 21, 2025	$724.95	−11.4%	−$3,698 loss
90 days afterJul 21, 2025	Jul 21, 2025	$762.18	−6.83%	−$2,219 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+56.9%	+$18,500 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.

Apr 16, 2025Filed 27 days later

Joint

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

Sale

$1,001 - $15,000

Notified May 5, 2025New

Disclosed 27 days after the trade. META closed at $502.31 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$501.48	−0.17%	$13 loss avoided
Day of disclosureMay 13, 2025	May 13, 2025	$656.03	+30.6%	$2,449 gain missed
30 days afterMay 16, 2025	May 16, 2025	$640.34	+27.5%	$2,199 gain missed
90 days afterJul 15, 2025	Jul 15, 2025	$710.39	+41.4%	$3,314 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+38.2%	$3,057 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 10, 2025Filed 33 days later

Joint

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Partial sale

$50,001 - $100,000

Notified May 5, 2025New

Disclosed 33 days after the trade. MSFT closed at $381.35 on Apr 10, 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 tradeApr 11, 2025	Apr 11, 2025	$388.45	+1.86%	$1,396 gain missed
Day of disclosureMay 13, 2025	May 13, 2025	$449.14	+17.8%	$13,332 gain missed
30 days afterMay 12, 2025	May 12, 2025	$449.26	+17.8%	$13,356 gain missed
90 days afterJul 9, 2025	Jul 9, 2025	$503.51	+32.0%	$24,025 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+39.5%	$29,603 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 16, 2025Filed 27 days later

Joint

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

Purchase

$50,001 - $100,000

Notified May 5, 2025New

Disclosed 27 days after the trade. NFLX closed at $96.16 on Apr 16, 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 tradeApr 17, 2025	Apr 17, 2025	$97.30	+1.19%	+$889 gain
Day of disclosureMay 13, 2025	May 13, 2025	$11.38	−88.2%	−$66,122 loss
30 days afterMay 16, 2025	May 16, 2025	$11.92	−87.6%	−$65,708 loss
90 days afterJul 15, 2025	Jul 15, 2025	$12.60	−86.9%	−$65,172 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−28.6%	−$21,427 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Morgan Stanley IRA

Transaction date: Mar 4, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 3, 2025New

Disclosed 35 days after the trade. MSFT closed at $388.61 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$401.02	+3.19%	$256 gain missed
Day of disclosureApr 8, 2025	Apr 8, 2025	$354.56	−8.76%	$701 loss avoided
30 days afterApr 3, 2025	Apr 3, 2025	$373.11	−3.99%	$319 loss avoided
90 days afterJun 2, 2025	Jun 2, 2025	$461.97	+18.9%	$1,510 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.9%	$2,950 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Mar 11, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Apr 3, 2025New

Disclosed 28 days after the trade. CRM closed at $277.05 on Mar 11, 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 tradeMar 12, 2025	Mar 12, 2025	$284.58	+2.72%	$883 gain missed
Day of disclosureApr 8, 2025	Apr 8, 2025	$243.99	−11.9%	$3,878 loss avoided
30 days afterApr 10, 2025	Apr 10, 2025	$255.12	−7.92%	$2,573 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$272.25	−1.73%	$563 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−12.5%	$4,061 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

Mar 28, 2025Filed 11 days later

Joint

ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041Government Securities and Agency Debt [GS]Held in: Morgan Stanley Trust Account

Purchase

$15,001 - $50,000

Notified Apr 3, 2025New

No ticker reported

Mar 4, 2025Filed 35 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 3, 2025New

Disclosed 35 days after the trade. MCK closed at $643.69 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$639.62	−0.63%	−$51 loss
Day of disclosureApr 8, 2025	Apr 8, 2025	$652.83	+1.42%	+$114 gain
30 days afterApr 3, 2025	Apr 3, 2025	$716.93	+11.4%	+$910 gain
90 days afterJun 2, 2025	Jun 2, 2025	$721.75	+12.1%	+$970 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+60.0%	+$4,803 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 4, 2025Filed 35 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Morgan Stanley IRA

Sale

$1,001 - $15,000

Notified Apr 3, 2025New

Disclosed 35 days after the trade. MSFT closed at $388.61 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$401.02	+3.19%	$256 gain missed
Day of disclosureApr 8, 2025	Apr 8, 2025	$354.56	−8.76%	$701 loss avoided
30 days afterApr 3, 2025	Apr 3, 2025	$373.11	−3.99%	$319 loss avoided
90 days afterJun 2, 2025	Jun 2, 2025	$461.97	+18.9%	$1,510 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.9%	$2,950 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 11, 2025Filed 28 days later

Joint

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

Sale

$15,001 - $50,000

Notified Apr 3, 2025New

Disclosed 28 days after the trade. CRM closed at $277.05 on Mar 11, 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 tradeMar 12, 2025	Mar 12, 2025	$284.58	+2.72%	$883 gain missed
Day of disclosureApr 8, 2025	Apr 8, 2025	$243.99	−11.9%	$3,878 loss avoided
30 days afterApr 10, 2025	Apr 10, 2025	$255.12	−7.92%	$2,573 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$272.25	−1.73%	$563 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−12.5%	$4,061 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.

Disclosed 38 days after the trade. META closed at $613.57 on Dec 9, 2024; 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 tradeDec 10, 2024	Dec 10, 2024	$619.32	+0.94%	+$75 gain
Day of disclosureJan 16, 2025	Jan 16, 2025	$611.30	−0.37%	−$30 loss
30 days afterJan 8, 2025	Jan 8, 2025	$610.72	−0.46%	−$37 loss
90 days afterMar 10, 2025	Mar 10, 2025	$597.99	−2.54%	−$203 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+13.1%	+$1,052 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: Dec 16, 2024Filed 31 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 9, 2025New

Disclosed 31 days after the trade. ORLY closed at $84.59 on Dec 16, 2024; 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 17, 2024	Dec 17, 2024	$83.07	−1.80%	−$583 loss
Day of disclosureJan 16, 2025	Jan 16, 2025	$80.31	−5.05%	−$1,643 loss
30 days afterJan 15, 2025	Jan 15, 2025	$80.27	−5.11%	−$1,660 loss
90 days afterMar 17, 2025	Mar 17, 2025	$89.87	+6.24%	+$2,027 gain
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	+6.42%	+$2,086 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.

TIM S.A. American Depositary SharesTIMB

Stocks (including ADRs) [ST]

Held in: Morgan Stanley Trust Account

Transaction date: Dec 9, 2024Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jan 9, 2025New

Disclosed 38 days after the trade. TIMB closed at $12.78 on Dec 9, 2024; 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 10, 2024	Dec 10, 2024	$13.05	+2.11%	$687 gain missed
Day of disclosureJan 16, 2025	Jan 16, 2025	$12.01	−6.03%	$1,958 loss avoided
30 days afterJan 8, 2025	Jan 8, 2025	$11.97	−6.34%	$2,060 loss avoided
90 days afterMar 10, 2025	Mar 10, 2025	$14.58	+14.1%	$4,578 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$19.10	+49.5%	$16,072 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

Dec 16, 2024Filed 31 days later

Joint

General Dynamics Corporation Common StockGDStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jan 9, 2025New

Disclosed 31 days after the trade. GD closed at $266.07 on Dec 16, 2024; 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 17, 2024	Dec 17, 2024	$265.22	−0.32%	$104 loss avoided
Day of disclosureJan 16, 2025	Jan 16, 2025	$268.83	+1.04%	$337 gain missed
30 days afterJan 15, 2025	Jan 15, 2025	$266.09	+0.01%	$2 gain missed
90 days afterMar 17, 2025	Mar 17, 2025	$265.18	−0.33%	$109 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+29.5%	$9,573 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.

Dec 9, 2024Filed 38 days later

Joint

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

Purchase

$1,001 - $15,000

Notified Jan 9, 2025New

Disclosed 38 days after the trade. META closed at $613.57 on Dec 9, 2024; 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 tradeDec 10, 2024	Dec 10, 2024	$619.32	+0.94%	+$75 gain
Day of disclosureJan 16, 2025	Jan 16, 2025	$611.30	−0.37%	−$30 loss
30 days afterJan 8, 2025	Jan 8, 2025	$610.72	−0.46%	−$37 loss
90 days afterMar 10, 2025	Mar 10, 2025	$597.99	−2.54%	−$203 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+13.1%	+$1,052 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 16, 2024Filed 31 days later

Joint

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

Purchase

$15,001 - $50,000

Notified Jan 9, 2025New

Disclosed 31 days after the trade. ORLY closed at $84.59 on Dec 16, 2024; 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 17, 2024	Dec 17, 2024	$83.07	−1.80%	−$583 loss
Day of disclosureJan 16, 2025	Jan 16, 2025	$80.31	−5.05%	−$1,643 loss
30 days afterJan 15, 2025	Jan 15, 2025	$80.27	−5.11%	−$1,660 loss
90 days afterMar 17, 2025	Mar 17, 2025	$89.87	+6.24%	+$2,027 gain
Latest closeOct 20, 2026	Oct 20, 2026	$90.02	+6.42%	+$2,086 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 9, 2024Filed 38 days later

Joint

TIM S.A. American Depositary SharesTIMBStocks (including ADRs) [ST]Held in: Morgan Stanley Trust Account

Sale

$15,001 - $50,000

Notified Jan 9, 2025New

Disclosed 38 days after the trade. TIMB closed at $12.78 on Dec 9, 2024; 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 10, 2024	Dec 10, 2024	$13.05	+2.11%	$687 gain missed
Day of disclosureJan 16, 2025	Jan 16, 2025	$12.01	−6.03%	$1,958 loss avoided
30 days afterJan 8, 2025	Jan 8, 2025	$11.97	−6.34%	$2,060 loss avoided
90 days afterMar 10, 2025	Mar 10, 2025	$14.58	+14.1%	$4,578 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$19.10	+49.5%	$16,072 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.